Year-End Retirement Tax Planning

“There is no time to waste. The actions you take in these final weeks of 2021 can impact you and your families for years, decades and generations to come.” – Ed Slott
We’re thrilled to be joined again by Ed Slott, CPA and IRA expert, who will share how the final weeks of 2021 present a critical planning window for the best tax and financial strategies—many that may disappear after December 31.
Please join us on November 17, 2021 at 1PM EST as Ed shares timely ideas. His talk is titled:
5 Best Strategies: Year-End Retirement Tax Planning for 2021
New tax proposals highlight the need for making money moves—before December 31!
Space is limited, so please register today by clicking here!

I hope you will join us for this special event which is part of New York Life’s “The Power of Knowing” educational seminar series. Please don’t hesitate to reach out with any questions.