Topics of Discussion:

• Social Security: Learn how additional tax deductions on the One Big Beautiful Bill may reduce taxation on your Social Security benefits. Who qualifies?
• Market Volatility: Learn how to build a retirement portfolio in a suitable way to balance growth and stability while minimizing risk.
• Target Date Retirement Funds: The good, the bad, and the ugly. Why they are so popular and why you should avoid them.
• Retirement Income: Learn proven strategies to help support consistent income in retirement.
• Healthcare and Long-term Care: How to protect yourself and your nest egg against the rising cost of nursing home care.
• ROTH IRAs and 401(k)s: Why converting and contributing NOW could save you and your loved ones thousands in taxes in the future.