Featured Speaker:
Ed Slott, CPA
Named “The best source for IRA advice” by the Wall Street Journal, Ed Slott, CPA, has authored many financial and retirement-focused books, including Ed Slott’s Retirement Decisions Guide: 2020 Edition (IRA Help, 2020). Ed has also starred in several nationally televised specials including his most recent, Retire Safe & Secure! with Ed Slott 2020.
In this seminar, Ed Slott will share timely insight into how you can save on taxes now, and over your lifetime.
- RMD planning – after the CARES Act
- Tax moves to lower AGI – which can lower taxes and increase tax savings
- IRA tax planning after the SECURE Act
- Retirement Income planning with Annuities
- Minimizing market and longevity risk with guaranteed monthly income
This seminar and insurance sales presentation is for informational purposes only. Neither New York Life nor its affiliates or their professionals provide tax, legal, or accounting advice. Please consult your own professionals for advice specific to your circumstances.
Attendees are not required to purchase any products or services. The guest speaker appearing at this workshop is solely responsible for the content of his presentation which may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries.
1866828 Exp. 10/23/20
(phone: 5059679898)
In this seminar, Ed Slott will share timely insight into how you can save on taxes now, and over your lifetime.
- RMD planning – after the CARES Act
- Tax moves to lower AGI – which can lower taxes and increase tax savings
- IRA tax planning after the SECURE Act
- Retirement Income planning with Annuities
- Minimizing market and longevity risk with guaranteed monthly income
9/23/2020
