Broker Check
21 Sept
Tax Planning: How Will Taxes Affect Your Retirement?


Speaker: Kip A. Hoover, Financial Advisor

At this workshop you will learn:

Understanding current tax rates and expiring provisions

How the SECURE Act and SECURE 2.0 affect retirement preparation

What you need to know about Required Minimum Distributions (RMDs) including strategies to manage the impact of RMDs on taxable income

Creating a source of tax-free income with ROTH IRAs and ROTH conversions

Why beneficiary planning is more important than ever when leaving retirement assets to heirs

Date and Time

Thu, Sep 21, 2023

5:30p - 6:30p EST


Otium Financial Planners

34500 Chardon Road, Suite #4
Willoughby Hills , OH 44094
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Event Registration