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Estate & Tax Planning: Surviving Retirement – WSU Hughes Metroplex

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Join us to learn:

  • The advantages and disadvantages of Wills and Living Trusts.
  • How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
  • Longevity: Solutions if you live too long, die too soon, or become ill.
  • The New Normal: A review of where things could go from here and the key indicators to look toward.
  • Strategies to help you remove taxes from retirement and permanently remove the IRS as a beneficiary of your estate.
  • Hidden gems in the new tax code.
  • How much risk do you want in your Retirement Portfolio? How much risk do you actually have? NOW is the best time to reevaluate your retirement plans.

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