How Biden’s proposed tax plan and Congress’s multitrillion-dollar infrastructure and welfare bills
may impact your retirement.

• Ways to help reduce your risk in a volatile market and preserve assets against loss.
• How the end of two popular Social Security filing strategies could impact your future distributions.
• Methods that may increase benefits and provide more lifetime income throughout retirement.
•  Strategies to help make sure to take enough out of savings each year to continue your current lifestyle, but not so much that you run out of money.
• What happens to your estate after you pass, and how to avoid probate.
• Turn existing IRAs into tax advantaged accounts.
• Discover how one might be surprised by how much exposure they actually have in the market.