Broker Check
09 March
TAX EFFICIENT PLANNING

Description

Join us as we discuss:
-The Top Things You Need To Understand About Your Retirement
& Taxes
-Taxes And Your Traditional IRA
-Is A Roth Conversion For Me?
-How Poor Tax Planning Could Affect Other Things Such As Social
-Security and Medicare
-How Retirement Tax Planning Fits In To Estate Planning
-Understanding IRMAA Avoidance

Date and Time

Wed, Mar 09, 2022

6:00p - 7:00p EST

Location

Zoom Web Conferencing

PT1H

Event Registration

Will you be able to attend this event?