Retirement Matters: What the New Tax Bill Means to You

Join us for a review of the Tax Cuts and Jobs Act of 2017 and the implications for those nearing retirement.

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Despite the promise of tax “reform” or “simplification,” the bill actually adds hundreds of pages to our tax laws. Join us for a review of the Tax Cuts and Jobs Act of 2017 and the implications for those nearing retirement.

In this webinar, you will learn about:
• The new tax brackets
• How your taxes will change in 2018
• How your tax planning will change under the new rules
• Planning your retirement income withdrawal strategy with taxes in mind
• How to use a Roth IRA to reduce your taxes in retirement

Presenters:


Keen Wealth Advisors is a registered investment advisory firm that helps individuals and families plan for and live a fulfilling and meaningful retirement. 

As a fiduciary, we are bound to place your interests first.

We invite you to discover and experience the power of our financial planning and retirement planning services.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.