Here’s what we’ll cover:

• What’s changing for taxes and Social Security in 2023².
• Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
• Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
• Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
• Strategies to help plan for the next market downturn and protect your assets from market volatility.
• Powerful tax strategies that can potentially generate tax-free retirement income.
• When to claim Social Security in order to minimize tax consequences and maximize your benefits
• How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
• How to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
• Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
• And much more!