• Tax Planner vs. Tax Preparer - Tax preparers look back, tax planners look forward.

• How much of your Social Security is taxable?

• What are the advantages of a Roth Conversion?

• The benefits of “Tax Savvy” Asset Allocation.

• Ways to help protect yourself from a potential “Tax Storm.”

• What is tax diversification?

• Discover the biggest threat to your retirement and what you can do about it.

• Discover why all retirement accounts are an IOU to the IRS.

• Ways to mitigate and eliminate taxes on your retirement accounts.

• Are you prepared for all “4 seasons of taxation” in retirement?

• When will the sale on taxes end and how can you take advantage of the sale now?

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered. This presentation has not been endorsed by the Social Security Administration. The Financial Professional presenting this seminar is not affiliated with the Social Security Administration or any other governmental organization. No information presented at this seminar should be considered as tax/legal advice. Always consult your tax/legal advisor regarding your own specific tax/legal situation.

CLARENCE DILLON PUBLIC LIBRARY

We will discuss these important topics and more: