NJBIA's Public Policy Forum: The Road to Recovery REGISTER

Certified financial planner Greg Dillion, founding partner at OneTeam Financial.

Income taxes are single largest expense people face in retirement, but few people are taking the proactive steps that are needed now to reduce their tax liability.

According to certified financial planner Greg Dillion, founding partner of OneTeam Financial, retirement planning has been significantly impacted by changes made to personal income taxes under three recent federal laws: the Tax Cut & Jobs Act of 2017, SECURE Act of 2019, and CARES Act of 2020.

In this NJBIA webinar, Dillion goes over these changes to help people avoid making completely avoidable, but irreversible, financial mistakes. He also discusses the financial tools available to taxpayers that will allow them to keep more money in retirement and better protect their families.

Go here to view Dillion’s webinar and PowerPoint presentation.