Ed Slott "Plan Smart, Retire Confident: Staying Ahead of Tax Changes"

Name: Ed Slott "Plan Smart, Retire Confident: Staying Ahead of Tax Changes"
Start: 2025-02-27T12:00:00-06:00
End: 2025-02-27T13:00:00-06:00
Location: New York Life - Houston General Office

Schedule

Thu Feb 27 2025 at 12:00 pm to 01:00 pm

UTC-06:00

Location

New York Life - Houston General Office | Houston, TX

Live workshop focusing on helping people gain actionable insights on reducing tax burdens and ensuring a financially secure retirement.
About this Event

New York Life is proud to present one of America’s top IRA Experts, Ed Slott!

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.