Sponsored by FiAT Programs. Open to everyone. Free Program.
This seminar addresses the critical issue of protecting the assets retirees have spent a lifetimes building from excessive (and unnecessary) taxes. Most retirement planning strategies focus on why to contribute to and grow the retirement money through investment vehicles. What good is investment outperformance if, at the time of withdrawal, taxes will step in to claim 70%+ of it?
At this workshop, presenter John Lau, will present: *How you may lose >70% of your retirement to taxes *How retirement accounts are different from non-retirement accounts *What you should know about the S.E.C.U.R.E. version 1.0 (Dec 2019), IRS proposed regulations (Feb 2022), and S.E.C.U.R.E. version 2.0 (Dec 2022) *What strategies to use to protect your retirement accounts from tax annihilation
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