In his educational workshop, “Plan Smart, Retire Confident: Staying Ahead of Tax Changes,” Ed Slott focuses on creating a plan to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions and life insurance planning. Plus, learn the biggest retirement risks and how to avoid them with proper planning.
Monday Feb 24, 2025
6:30 PM - 7:30 PM EST
02/24 Light refreshments: 5:30, Presentation: 6:30-7:30
Westin Waltham Boston 70 3rd Ave, Waltham, MA
Free
RSVP with me! Eliseo Fuentes at (978) 799-9695
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