"Mid-Year Review"
Segment One — Prepare for Tax Increases
• This segment covers the Biden administration's proposed tax increases on individuals and estates.
Segment Two – Do A Mid-Year Portfolio Review
• This segment covers how to review investments and what to think about when creating a retirement investment strategy.
Segment Three — Don't Outlive Your Savings
• This segment talks about annuities and the QLAC provision in the SECURE Act.
Segment Four — How Will Your Retirement Account Distributions Be Taxed?
• This segment discusses RMDs and tax minimization strategies