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Upcoming Events

June 9, 2020

12:00p - 1:00p

Virtual Webinar via Zoom

Taxes in Retirement Webinar

Attend this online event and learn about: • The SECURE Act and the potential impact it could have on your retirement savings • New tax reform rules and their potential impact on your retirement • How Roth IRA conversions could potentially help you down the road • Ways to potentially protect yourself against volatile market conditions • How lost deductions may affect your taxes in retirement • Provisional income and ordinary income and why they matter • How professional help in your corner can be vital in planning retirement income • Case studies of the tax rules as they apply today • Strategies to help protect yourself against the taxation of your Social Security income • How Retirement cash flow may be affected by changing tax rules (Zoom must be downloaded on your PC or device prior to attendance)

Past Events

May 14, 2020

11:00a - 12:00p

Virtual Webinar

Taxes in Retirement Webinar

We will be covering the changes made to taxes in retirement after the Tax Cuts and Jobs Act of 2017 Join us for this free webinar put on by Cornerstone Financial Group

Event Registration