Tax Strategies: Maintain More of Your Own Money

Presented by USA Financial: 

Many Americans assume that their taxes in retirement will stay the same or go down. Unfortunately, for most this may not be the case. Current tax laws have changed dramatically in the past few years and these changes not only involve you but your beneficiaries in the future. Social Security and Medicare have substantial shortfalls, and these also alter the outcome of your tax future.

Topics Discussed in the Workshop:
-History of Tax Law & Recent Changes
-Marginal Income Tax
-RMDs (Required Minimum Distributions)
-Tax-Free Legacy Planning
-Tax-Free Conversion Strategies (Roth Conversions)
-Why rising interest rates may cut into your retirement income, and how to prepare.