Did you know that taxes will be the single biggest factor that separates people from their retirement dreams?

Ed Slott

Join us for a lively webinar featuring commentary, tips and strategies from IRA expert and CPA, Ed Slott! Ed takes the mystery out of complicated tax concepts. Move your retirement funds from forever-taxed to never-taxed. A series of major changes to retirement tax rules have taken effect impacting all retirees in 2021! This is a totally unique, entertaining and educational online presentation is for people who have spent a lifetime saving for their retirement and now need to know how to protect those savings from taxes.

Date/time: Tuesday, March 16, 6:30 – 7:30 PM

Location: A Live Webinar

Ed Slott, CPA, and founder of Ed Slott and Company, LLC, has been a featured writer in Investment News, Kiplinger and named “The Best” source for IRA advice by The Wall Street Journal. He is a regular guest on Public Television, too. Ed’s program focuses on creating a plan to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions. He combines his extensive IRA tax knowledge with humor and stories that everyone can relate to. You will reap substantial benefits instantly. 

The Program Covers:

  • New tax laws effective now and how you can benefit
  • Creating a plan to reduce or eliminate heavy taxes on distributions from IRAs, 401(k)s and other savings
  • Is your IRA an IOU to the IRS? How to ensure Uncle Sam is not your primary beneficiary
  • The single biggest benefit in the tax code and how to make it work for you!
  • Volatile stock markets and retirement planning measures you can take
  • The 3 biggest retirement risks and how to avoid them with proper planning.
  • Why income planning is even more important than assets in retirement

And so much more!

Disclaimer: Dennis Prout: Advisory Services offered through Capital Asset Advisory Services, LLC, a registered investment advisor. Heidi Thompson: Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor. Prout Financial Design does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.