Join Greg Dillion, founding partner, Head of Wealth Management and Retirement Income Planning of OneTeam Financial, LLC as he discusses recent tax law changes and how they impact retirees and those saving for retirement.
This webinar will cover:
How taxes are different in retirement than they were in working years
Roth IRA conversion opportunities for business owners
The three “Tax Funnels” and why they matter
Common pitfalls and biggest mistakes retirees make
Why timing of returns is more important than average rate of return once you retire
Tax traps that can be avoided through proper planning
Charitable planning opportunities for business owners