Taxes & IRA Income in Retirement

Join us for a complimentary educational workshop designed specifically for adults ages 55–75. This event covers effective tax planning and IRA retirement income strategies. Learn how changes in tax law, the economy, and the SECURE Act can impact your retirement. Gain actionable insights on Social Security maximization, tax-efficient distribution options, Roth conversions, and ways to protect your assets from health and long-term care costs. No products or companies will be promoted—just valuable education for your financial future.

• Effects of tax law changes & stock market volatility
• Impact of the current economy on retirement planning
• How investments and Social Security are taxed
• Minimizing taxes on your Social Security and estate
• Using recent tax legislation for lifetime savings
• Differences between 401(k), IRA, and Roth IRA
• Required Minimum Distributions (RMDs) and how to maximize them
• How to avoid losing up to 50% of IRA value to taxes
• Roth IRA conversion: pros, cons, and qualifications
• Protecting savings from rising taxes and law changes
• Safeguarding assets against health care and long-term care costs
• Reducing hidden risks and exposures
• Key provisions affecting retirees and heirs
• Strategies for preserving inheritance

Don’t miss this opportunity to plan for the retirement you want tomorrow!