TruChoice Financial Group is set to launch a comprehensive three-part webinar series focusing on critical aspects of retirement tax planning and income strategies. The series, featuring nationally recognized tax expert Ed Slott, aims to address the complex financial challenges facing retirement planners today. It will offer in-depth insights into tax optimization, Roth conversions, and innovative income strategies, providing financial professionals with advanced techniques to navigate the evolving retirement landscape.
The first webinar, scheduled for March 20, 2025, will be led by Ed Slott, known as America's CPA. This session will explore transformative tax planning opportunities, discussing 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, focusing on Roth IRA conversions. Kunkel will examine the 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 aims to help professionals understand how to leverage these tools effectively for their 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.
For more information on the webinar series, visit https://www.truchoicefinancial.com.
