Wealth Management & Financial Planning

Wealth Management & Financial Planning

Are you prepared for the tax tsunami? 1140

Consider This Program with Grant Soliven, AIF, and Daren Hardesty.
In this segment we will cover:

Imagine having all tax-deferred money and no plan to unwind it before you need it or are forced to take it, OR WORSE, the tax code changes, and it is not in your favor. Join us on this segment of Consider This Program to learn more.

Talking Points:
1. Traditional IRAs and 401(k)s
2. The tax tsunami
3. The power of Roth IRA and Roth Conversions

Resources –
• “There Are Two Tax Codes, One For the Informed And One For The Uninformed” Consider This Segment with Joe Clark, CFP, and Aaron Rheaume. There Are Two Tax Codes, One For the Informed And One For The Uninformed – https://yourlifeafterwork.com/there-are-two-tax-codes-one-for-the-informed-and-one-for-the-uninformed

• “Designing Your Distribution Plan” article by Joe Clark, CFP Designing Your Distribution Plan – https://yourlifeafterwork.com/designing-your-distribution-plan

Schedule your complimentary Next Steps meeting today!

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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