Please join your host Bill Leavitt for a presentation and dinner especially designed for
retirees or those retiring soon. He will explain (in plain English) the latest IRA/401(k)
rules and tax-saving strategies, along with common mistakes that can be avoided – if you
know what you’re looking for.
We will be discussing:
• 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.