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What You’ll Learn
- TAXES IN RETIREMENT: The tax implications of a new president and why you might want to review your tax situation now.
- INVESTING IN 2021: Learn how current events may affect your portfolio in retirement.
- RETIREMENT INCOME: How to create a sustainable retirement income plan that includes replacing a spouse’s lost income.
- MITIGATING RISK: The BIG mistake many Americans are making with their retirement accounts… Are you one of them?
- IRAs – Is your 401(k)/IRA an IOU to the IRS? What can you do to take back control of YOUR money?