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About
During this webinar, you will discover:

1) How the Big Beautiful Bill will affect your Roth conversions & whether they still make sense.
2) How the current administration may impact your retirement income.
3) How Inflation has had a major impact on retirement & could derail your retirement.
4) How to potentially avoid the 25% tax penalty for your TSP/401k & IRA.
5) How the SECURE Act 2.0 will impact your IRA for you & your loved ones.
6) How to prepare your IRA & TSP/401k for tax increases that happen when a spouse dies.
7) The secret to converting your retirement account into tax-free income, but don't get blindsided.
8) IRA & TSP/401(k) rollover rules that can cause immediate taxation.
9) How a rollover can potentially cost you more taxes.
10) How to have a plan that gives you retirement income for life.
11) How to recession- and inflation-proof your retirement.
12) What you need to do now to have a secure retirement.
13) How the IRMAA Medicare Tax can impact your retirement.

And much more...

If you have more than $250k in investable assets, this webinar is a MUST ATTEND!

The information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Price
Free
Language
English
Who can attend
Everyone
Dial-in available? (listen only)
Not available.
Agenda
  • ✔️ Failing to take required minimum distributions
  • ✔️ Being unaware of the SECURE Act 10-Year rule and how it will impact your IRA
  • ✔️ Unfamiliarity of IRA & TSP/401(k) rollover rules and restrictions that could cause immediate taxation
  • ✔️ Overpaying fees and loans on IRAs, TSP/401(k) and other retirement accounts
  • ✔️ Not knowing the secret to converting your retirement account into tax free income
  • ✔️ Misunderstanding your self-directed IRA prohibited investments
  • ✔️ Not moving TSP/401(k), 403(b) plans to more flexible IRAs
  • ✔️ Being unknowledgeable in your IRA prohibited transactions
  • ✔️ Not getting a second opinion and having a PLAN that can possibly give you guaranteed income for life!
  • ✔️ Failing to prepare for the tax increase that comes when a spouse dies.
  • ✔️ How the IRMAA Tax could effect your retirement.
  • ✔️ How the Big Beautiful Bill will affect your Roth conversions

Hosted By T J Beeman Advisory Group, Inc.
Featured Presenters
  • Webinar hosting presenter Tim J Beeman

    Tim J Beeman

    Financial Advisor
    Tim J Beeman isn't just another financial advisor; he's a dedicated guardian of dreams who brings over four decades of wisdom and compassionate insight to every client relationship. As President of TJ Beeman Advisory Group of Middle Tennessee, Tim...
    Full Profile
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