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Event Details - Webinar September 15 11:00 am - 12:00 pm Events Team Email Event Registration

Is Your Retirement Safe from the Tax Man?

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