Attend this informative workshop and learn about:

• A review of the official new tax reform rules and their impact on your retirement
• Minimizing your retirement income from taxes
• Funding Roth IRAs and making strategic Roth conversions
• Transitioning your portfolio from the accumulation phase to the income phase
• How to manage the 4 stages of your retirement accounts
• Choosing the right accounts to draw from first
• Medicare's unseen tax surcharges for retirees
• Why it is important to understand Required Minimum Distributions long before age 70
• How you can be tax efficient with your charitable giving
• How to minimize taxes on your Social Security benefits
• How to coordinate Social Security with other forms of retirement income
• Estate planning tax issues that have nothing to do with exemptions
• What to consider when it comes to inheriting an IRA