A Mid - Year Review - Tax Increases, Outliving Your Savings

"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