Surviving Market Volatility and Optimizing Your Tax Strategy - Hosted by Larry Lerner

A record $2 Trillion Stimulus Package* has many experts wondering who's going to pay and many believe taxes will certainly rise in the future. Baby boomers are sitting on billions of untaxed dollars in their 401(k)s and IRAs* that the government is waiting to get their hands on. The good news is that there are strategies that may help you reduce your tax exposure and keep more of your hard-earned money in retirement, BUT, time is of the essence. Act now by attending this event to receive this valuable information so that you may protect more of your assets from excess taxation in retirement! Here's what we'll cover:

- How the passing of the recent SECURE Act and the new tax reform changes could impact your retirement income.

- How recent events, like the pandemic, uncertainty around the election year and the $2 Trillion Stimulus Package, could factor into your retirement plans and affect your taxes.

- Powerful tax strategies that may be able to help you reduce the taxes you pay in retirement so you can keep more of your hard-earned money.

- How Social Security is taxed and how you may be able to avoid potential tax traps.

- Planning for longevity, inflation and future tax increases to help ensure you won't OUTLIVE your money in retirement.

- 3 of the biggest tax mistakes that could impact your retirement income and how to potentially avoid them.

- How Roth conversions work and how to determine if they're right for you.

- How to harvest your IRA, 401(k), 403(b) or other retirement accounts for tax-efficient retirement income.

- Planning for RMDs in your tax strategy to help ensure you are not paying more than your fair share in taxes.

- Understanding other potential risks that may derail your retirement and how you may be able to avoid them.

- And more!

By providing your information, you give consent to be contacted about the possible sale of an insurance, securities or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The presenter can provide information, but not advice related to social security benefits. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.