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
The question we often hear is "what is it that we do?" Truthfully, it's not what we do but why we do it that is important. We believe that debt, taxes, and transfers are the three biggest problems facing Americans and their ability to have true...