We discuss tax-saving strategies that save money and how to be successful in your retirement planning.
We will discuss:
✓ Where do the markets, taxes, and economy go from here?
✓ What can we expect from the new Secure Act 2.0?
✓ Are you using the tax code to your advantage?
✓ Is it possible to be in the 0% tax bracket in retirement?
✓ Is it possible to eliminate taxes on your Social Security?
✓ Five areas of retirement planning to consider before retiring.
✓ Three potential opportunities for current retirees to help reduce taxes.