advanced financial strategies
TAXES AND YOUR RETIREMENT
3 Sessions 1 Day
Learn How To Best Maximize Your Earnings
Tuesday, May 6th 2025
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What
In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward. You’ll learn how to protect your assets from Uncle Sam and keep more of your retirement income.
When
May 6th, 2025
Three Sessions :
10:00am, 2:00pm, 6:00pm
Where
Frisco Conference Center
101 S 4th ST.
Clinton, OK 73601
2 Easy Ways to Register Today
Space is limited and the courses will fill up fast!
Discussion Highlights
- Understand how taxes could pose the biggest threat to your retirement – and how to protect your money from rising taxes
- Why IRAs can be a retirement planning disaster if not handled properly
- Evaluate the benefits and pitfalls of a Roth Conversion
- How to create a TAX-FREE income in retirement from your current savings plan
- Understand the implications of the SECURE Act for your family
- Understand how to reduce hidden risks and exposure to your assets