As part of our continuing education, I recently attended a conference in Nashville, TN, aimed at enhancing our ability to prepare our valued clients and friends for the upcoming tax increases. The event was hosted by David McKnight and featured notable speakers such as Tom Hegna, Ed Slott, and Van Mueller. I am thrilled to share the insights I gained with you! David McKnight presented on the "Power of Zero," explaining strategies for retiring with zero taxes.
Because of the looming deadline affecting the tax brackets, I encourage all of my clients and friends to plan ahead. Please take a moment to watch this useful information and let's set up a time to put together a personalized plan.
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