Savvy Tax Moves for Retirees

AGENDA

How to reduce or eliminate retirement and estate taxes
Financial and tax strategies that could increase your retirement income and last a lifetime
Key tax and retirement provisions in effect today and in the future due to SECURE Act 2.0
How to structure your retirement savings so you never have to worry about running out of money
Tools and methods available to retirees to help develop a retirement tax strategy

FEATURED PRESENTERS

Robert Eisenberg

Financial Advisor

For over 20 years, Rob has worked successfully with clients on their tax, wealth, and estate planning initiatives. As a Fiduciary financial planner, getting to know the complete picture and designing a risk-managed solution is Rob’s specialty. By...

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Savvy Tax Moves for Retirees

Robert Eisenberg

SGL Financial