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Turbulence, Tariffs, Taxes. How to Make the Big Beautiful Bill Work for You
November 13, 2025 @ 11:00 am
SEASONED PROFESSIONALS REVEAL THE HIDDEN RISKS AND OPPORTUNITIES IN TODAY’S MARKETS
Topics will include:
- Why taxes may be the biggest risk you have not planned for
- How to potentially create TAX-FREE retirement income
- Whether Roth conversions make sense considering upcoming tax changes
- How to potentially minimize or eliminate taxes on Social Security
- Learn ways to help protect your assets from long term care costs
- How to identify the right tax choices today to potentially save you hundreds of thousands of dollars in retirement
- Ways to lessen your future tax burden from your retirement accounts now
- How you can benefit from recent tax legislation to reduce your taxes
- Asset allocation strategies to help avoid spending principal when taking income in retirement
- How the upcoming election could impact your taxes in retirement
Important Bonus Strategy: Don’t Miss the Big Beautiful Bill’s Once-in-a-Lifetime Chance to Build Family Wealth.
Seating is limited. Call or go online today to reserve your seat. (855) 921-4213 or www.youRSVP.com/XUSMAC