TruChoice Financial Group will launch a comprehensive three-part webinar series focusing on critical aspects of retirement tax planning and income strategies, featuring nationally recognized tax expert Ed Slott.
The series will address complex financial challenges facing retirement planners, offering in-depth insights into tax optimization, Roth conversions, and innovative income strategies. Each session will provide financial professionals with advanced techniques to navigate the evolving retirement landscape.
The first webinar, led by Ed Slott on March 20, 2025, will explore transformative tax planning opportunities. Slott, known as America’s CPA, will discuss strategies for maximizing client value, preparing for potential policy shifts, and addressing emerging tax challenges.
The second session on March 27, 2025, will be presented by TruChoice’s Brian Kunkel and concentrate on Roth IRA conversions. Kunkel will examine potential tax consequences associated with traditional retirement accounts and provide alternative financial approaches.
The final webinar on April 3, 2025, will investigate income strategies related to fixed and fixed index annuities. With record-breaking sales growth in these financial products, the session will help professionals understand how to leverage these tools effectively for clients.
Each live webinar will include interactive Q&A opportunities, with recorded sessions available for those unable to attend in real time. Financial professionals can explore critical retirement planning strategies through this educational series, gaining insights into tax optimization and income generation techniques.
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