Taxes and the Power of When

Taxes and the Power of When

“Taxes and the Power of When” is designed to educate and inform retirees and near retirees about the impact of taxes on their retirement strategy and some potential ways they may be able to reduce taxes in retirement. 

Topics include:

• The future of taxes in America
• What happens when, not if, tax rules change
• Preparing for tax changes
• How tax change could jeopardize a retirement plan
• The effect of government spending on taxes
• The current law and what it says about tax increases or decreases
• Harnessing the Power of “When”
• Flexibility created by tax diversification
• Tax Free Conversions are they right for you
• Guarding against future tax increases