Important topics we will discuss:

• The Trump Tax Reform Plan - What will your tax consequence be when it ends?

• Taxes and Longevity - Will your retirement income run out due to a poor tax plan?

• Maximize Income - Learn how to help increase income and reduce taxes.

• RMDs - Should you keep taking them as the IRS wants or do something else?

• Hidden Investment Fees - How fees are eating away your savings and how to significantly reduce them.

• Is Tax Free Money Better Than Tax-Deferred Money? If yes, what’s the best way to get more of it?

• Secure Act Bill - Legislation could impact your taxes and investments if passed.

This seminar is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.