Unlocking: Tax Savings; A Retiree's Guide to Tax Strategies

We will cover:

• IRA and Social Security strategies designed to maximize income for a surviving spouse
• RMDs and the Potential Advantage of Roth Conversions
• Discover how retirees in The Villages are strategically reducing taxes to benefit themselves and their heirs
• Identify the Best Tax Strategies for You with Our Complimentary Assessment!

Host or Publisher Horizon Wealth Planning