This live and interactive webinar series will give you the opportunity to ask questions, respond to polls that direct the conversation, and give you insight into the 4 most popular subjects prospective clients ask about.

Topics discussed:

June 4th

TAXES - How to position yourself to minimize your exposure in retirement
• Tax deferred accounts vs Tax free
• Roth conversion timing strategies
• Combining Taxable and non-Taxable income streams to stay in lower tax brackets.
• RMD strategy - Minimize paying taxes on income you don’t need

June 11th

Annuities - The good and the bad
• Lifetime Income
• Death Benefit
• Growth Potential

June 18th

Life Insurance contract to create tax-free income:
• Tax strategies
• Living benefits
• Retirement income

June 25th

How will the SECURE Act affect your retirement?
• Limiting Stretch IRA’s
• Annuity allocations in 401(k)s
• No IRA Contribution age limit

Fri, May 22, 2020 · 2:00 PM Central Time (US & Canada) (GMT -5:00)
Jess Hamill
Jess Hamill is the Vice President of Skyline Wealth Strategies. He brings more than a decade of experience focusing on retirement income planning, tax strategies, and utilizing alternative approaches to conventional retirement strategies. Through his collaborative and educational planning process he provides clients financial confidence and peace of mind in retirement.

Prior to joining Skyline, Jess spent 15+ years in the commercial development and general contracting industry where he owned his own company. Following this time in the construction world, Jess spent 8 years curating his skills in the discipline of retirement with New York Life. Here he quickly made a name for himself, closing over 800 cases annually and easily earning him the honor of being named the top producing agent within his classification. Due to his consistent successes, he began mentoring other agents in his market niche in 2011 and spent his remaining time with the company as one of the Austin office’s top agents.

Jess was born and raised in Corpus Christi, Texas, and graduated summa cum laude with a Bachelor of Science in Construction Management and Master’s in Physics from Southwest Texas State University. When he is not in the office, you can find him at live music events, spending time with his daughter, or working on his most current motorcycle or engine-reconstruction project.