• Required Minimum Distribution (RMDs) from your IRAs and 401(k)s.
• Understand what the new TAX Law may mean to you!
• Identify the most important steps to take in a bear market.
• How to reduce your tax burden.
• Cover long-term care costs without expensive annual premiums.
• Turn existing IRAs/401(k)s into tax-free accounts.
• Create tax-free cash flow.
BONUS TOPIC: The Importance of estate planning, including Will and Living Trusts.