Roth IRA: How to Avoid the Ticking Tax Time Bomb Live Webinar

ABOUT THIS WEBINAR
Join us in our FREE online presentation for imperative information you need to understand about Roth IRAs, 7702 planning, and how to leverage them for a prosperous and tax-advantaged retirement.

Discover why a surprisingly low percentage of retirees have embraced this advantageous retirement account option.

During our workshop, we will discuss a range of investment strategies and show you how to get the most out of your retirement savings, as well as the future taxation coming our way in 2026.

As our world experiences a sudden surge in uncertainty, instability, and risk, our perspective on retirement planning also has to evolve and undergo a significant shift.

Learn more at this group presentation, hosted by retirement distribution specialist, and Certified Financial Fiduciary®, Steve Charlton and CFP® & hedge fund manager, Jeff Kercorian.
AGENDA
  • What you need to know about the Tax Code and probably do not
  • How Prior Proper Planning guarantees success
  • To Roth or Not to Roth - That IS the question
  • How to find your specific math
  • 5 Pillar Asset Protection
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