What You Should Know About the New Tax Reform Bill

and Your IRA and 401(k)

Topics we’ll cover include:

• How will the SECURE ACT Legislation impact your retirement?

• How will the new Tax Reform bill impact your bottom line and
retirement nest egg?

• Strategies to help minimize your federal income taxes on your
IRA, 401(k) or other investment accounts.

• The common mistakes you can make when doing an IRA
rollover before or after retirement.

• Is a Roth IRA conversion right for you?

• Learn about the IRA tax trap and how to avoid it.

• The importance of distribution planning (understanding the
rules may allow you to reduce your risk and keep more of your
hard-earned money)!

• How you can potentially turn even a small IRA into a significant
asset for your children or grandchildren.