CHECK DATES BELOW:
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