17 Nov
Ticking Tax Time Bomb


In this educational webinar, learn how proactive planning can keep you from giving even more of your hard-earned money to the IRS. We’ll walk through real-life case studies of people who have built a large part of their wealth in pretax retirement accounts (IRAs, 401(k)s,403(b)s, etc.) – accounts that have never been taxed, and now face the challenge of how to best take money out. Learn why most people overpay in taxes on their withdrawals; how partial Roth conversions can move your IRA from forever taxed to never taxed; and how to withdraw from your accounts by design rather than by default to minimize tax and maximize income. This course is designed for pre-retirees or recent retirees. 

Registration is required and spots are limited.  

Date and Time

Thu, Nov 17, 2022

6:30p - 7:30p EST



Share |

Event Registration

Thank you!

Error processing your request. Please try again at a later time.