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Retirement Tax Strategies During an Economic Downturn

Recent economic uncertainty makes many retirees nervous, and they look to you for guidance. This 50-minute webinar will highlight tax strategies that you can use to help your clients navigate an unpredictable economic environment, including:

  • Roth conversions
  • Repositioning accounts for future tax efficiency
  • Aligning household risk to withdrawal strategies
  • Establishing a new withdrawal pattern
  • Harvesting losses

You can help your clients weather the storm.