The largest tax reform in over three decades is now upon us and may shake up the lives of millions of Americans. It could redistribute the country’s wealth, possibly sway decisions about your home and it could possibly impact you and your family. During this event, we will simplify the fine print, reveal the loopholes and determine its impact on you and your family. You should know where you stand for the 2021 tax year and the time to be prepared – is now.

• New strategies to potentially cut your retirement taxes.
• Has a qualified professional helped you build a strategy that can minimize taxes?
• Stop Uncle Sam from becoming the primary recipient of your retirement account.
• If your beneficiaries are set up for maximum tax efficiency.
• How to calculate your required amount and its tax liability.
• Draw retirement income in a tax-advantaged way.
• Learn about the IRA tax trap and how to avoid it.
• How your pocket may be affected. A head-to-head comparison of taxes in 2020 vs. 2021.
• Who will ultimately pay for these tax cuts and where do we go from here.
• Ways to potentially protect yourself against volatile market conditions.

 
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