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Thursday, February 27, 2025Community Event

Plan Smart, Retire Confident: Staying Ahead of Tax Changes

Plan Smart, Retire Confident: Staying Ahead of Tax Changes

 In his educational workshop, “Plan Smart, Retire Confident: Staying Ahead of Tax Changes,” Ed Slott focuses on creating a plan to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions and life insurance planning. Plus, learn the biggest retirement risks and how to avoid them with proper planning'.

 Ed Slott is a nationally recognized speaker, television personality & best-selling author, known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining ideas. Ed Slott has been named “The Best” source for IRA information by The Wall Street Journal and is often quoted in The New York Times, The Wall Street Journal, Forbes, Money, USA Today, and many other national publications.


When:
Thursday, February 27, 2025 12:00 PM thru 01:00 PM
Where:

New York Life Houston Office

3200 Southwest Freeway, Suite 1900

Houston, TX 77027 

For More Info:
Christa Davis, Financial Professional
2813869552
csdavis01@ft.newyorklife.com
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