Few people realize the impact of taxes on your retirement income. And when you turn 70 ½, you could be heading for a large tax bill that could drain your retirement accounts. This class teaches you how to utilize a Roth Conversion strategy and give you control of your retirement income.
In this on-demand video class, you will learn how to:
Your 401k and IRAs have a hidden feature - required minimum distributions (RMDs). When you turn 70 ½ you will be forced to take money from these accounts. And without a strategy, you could nearly double your tax bill.
Tax planning is critical to ensuring your money will last. This shouldn’t be an afterthought, but unfortunately for most it is.
We made this 15-minute class for you - so you can learn one of the most effective strategies to secure your retirement income.
We are a group of financial professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams.
Founded in 2012, our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security to help you build the future you want in retirement.