JOIN US FOR A COMPLIMENTARY PRESENTATION

Trump’s Tax Cuts Are Set To Expire At The End Of 2025 Unless Extended.

Can Your Retirement Withstand Potential Higher Taxes?

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What You'll Learn

  • Do you have a Roth IRA conversion Strategy? Not all are the same. Learn why.
  • Ways to lower expenses and fees on your portfolio.
  • Investing strategies in a Bull and Bear market.
  • Ways to Mitigate risk in your portfolio.
  • Ways taxes could change your retirement savings.
  • Secure Act 2.0 Estate changes

Featured Speaker

Phillip T. Bloyd

Navigating taxes can often be perplexing and taxing --literally and figuratively. Moreover, it's surprising how many financial advisors shy away from this important topic, especially when it plays a pivotal role in helping shape your retirement landscape.

We're inviting you to join Phil at an upcoming special event dedicated to demystifying tax strategies during these essential years. Together, we'll explore effective ways to help manage and optimize your tax obligations, helping you prepare for the future.

Looking forward to helping you turn complexities into clarity.

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