
Tax Code Changes Workshop
New Trump Tax Code Opens The Window To Potentially Saving Thousands On Your IRAs
But only if you know how to take advantage of the new law!
Important topics we will discuss:
• 3 ways you can use the new tax code to move money into tax-free accounts at reduced rates.
• Common pitfalls advisors miss by not understanding tax law
• The hidden mistakes in assessing risk in the current market
• Protect your income from unnecessary taxation mistakes
• Pension creation, creating income you and your spouse cannot outlive
• When to create a Trust because a Will is not enough
• What you need to know about when to take Social Security and how your benefits are taxed
Don’t face the unknown without getting a 2nd opinion!