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TAX ALERT 2024:POTENTIALLY HIGHER TAXES, INFLATION AND STOCK MARKET VOLATILITY

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What You'll Learn

  • HIGH INFLATION: Learn how it’s shaping current investment strategies and what you should expect in the future.
  • STOCK MARKET VOLATILITY: Would a market correction create additional challenges on meeting your planned retirement date?
  • SOCIAL SECURITY: Will Social Security be there for me? How can I maximize my benefits?
  • TAX REDUCTION STRATEGIES: Strategies to protect your retirement income from potential tax increases.
  • IRA WITHDRAWALS: How withdrawals from IRA’s could cause you to lose up to one-third of your Social Security.
  • RETIREMENT INCOME: Will you have enough? Learn strategies to help generate guaranteed income for life.
  • THE SECURE ACT 2.0: New 2023 tax legislation could turn your IRA into a tax burden for your beneficiaries.

Featured Speaker

Sean Tole

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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