Description

Here are the strategies we will discuss:

  • Take advantage of the perfect window for Roth IRA Planning (it may never get better than this)
  • Learn about another income tax-free vehicle that has some long term care benefit built-in as well
  • The OBBB offers limited-time strategies that will greatly benefit you and your heirs
  • How to use newly enacted charitable deductions to enhance your tax planning-even if you do not itemize
  • Learn how to legally double dip: Tax-free options that pay you if you need long term care…and pays your heirs if you don’t (you don’t lose the money)!
  • Case study on the benefit of Roth conversions