LIVE ONLINE · FREE
Thursday, October 1 · 6:30 PM Central
A live hour with Shawn Davis, host of Insured Money on KLBJ and WOAI. Bring your questions. He takes them live at the end.
30+
years in financial services
1 hr
live, free, nothing sold
100
live seats, recording for the rest
Save my seat
Nothing sold. Kyla texts you the link the day before.
A short note from Shawn
Video coming soon
What you will leave knowing
1
Should Roth money be treated differently than IRA money? Most people never ask, and it costs them.
2
Is there a way to settle the tax without writing the check yourself?
3
What happens to an IRA when one spouse passes, and why does the tax bill so often go up?
4
Why do the years between retiring and 73 matter more than any other for this decision?
5
What a Roth conversion looks like on real numbers, walked through live.
Save your seat
Name, mobile and email. Kyla texts you the link the day before and a reminder an hour out.