A SPECIAL EVENT FOR RETIREES AND THOSE LOOKING TO RETIRE SOON!
With the government frequently changing the rules of the game, investments and estate planning should be reviewed often to ensure that investments remain tax-efficient and that estate planning documents are designed to minimize taxes and accurately reflect your intentions. In light of this, Precise Financial Solutions is hosting a FREE SEMINAR on the following topics:
How will the current administrations tax policies impact your bottom line and retirement nest egg?
Strategies to help minimize your federal income taxes on your IRA, 401(k) or other investment accounts, now and during the distribution phase of retirement.
Have you considered section 7702 tax planning for retirement distributions and estate planning?
Secure ACT 2.0 changes to retirement distributions of the account value upon the IRA owner’s passing and changes to required minimum distributions (RMDs) going forward, see how these changes might impact your retirement plans.
The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard-earned money!)
Have you determined a sustainable withdrawal rate on your current investments, so you don’t run out?
Save Your Spot!
Click the link below to register:
https://financialedu.com/STC