Join experienced tax professional Ryan Polimeni for an informative session exploring the intricacies of IRA Distributions and Taxes, Roth IRA's and Conversions, Social Security nuances, Required Minimum Distributions (RMD), Taxes on Pensions, and an exploration of the implications of the Secure Act. This session aims to provide a comprehensive understanding of these critical financial topics.

Join us for an informative event where we will explore effective financial strategies aimed at reducing or eliminating retirement and estate taxes. Discover valuable insights on maximizing your retirement income for a lifetime, navigating market volatility and inflation, and structuring your retirement savings to ensure a worry-free financial future. Gain clarity on common misconceptions about […]

Please join tax expert, Ryan Polimeni, as he reviews taxes in many different areas of concern.  He will cover contributions on TSP and IRAs including Roth v Traditional tax planning. How Social Security is taxed and how to avoid Social Security tax penalties.  Required Minimum Distribution planning and the potential for the sunset period to end and how that could affect […]

Do you have a plan for retirement? Discover how to minimize or eradicate retirement and estate taxes, ensuring more of your hard-earned savings stay in your pocket, and explore financial techniques designed to boost your retirement income, providing stability for a lifetime. Gain insights into navigating market volatility and inflation, empowering you to protect your […]