LIVE ONLINE. THURSDAY, OCTOBER 1
Thursday, October 1, 6:30 PM Central. About an hour, online. Kyla will text you the link the day before and a reminder an hour out.
Add it to your calendar now so it doesn’t slip.
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.
A live hour with Shawn Davis, host of Insured Money. Free, nothing sold. Bring your questions, he takes them live at the end.
Questions before then? Reply to any text from Insured Money and Kyla will get back to you.
Shawn Davis is a licensed insurance professional in the State of Texas (License #3503212). He is not a registered investment advisor, CPA or attorney. Fixed Index Annuities are insurance products, not securities. Nothing on this page constitutes investment or tax advice. Consult your own tax professional. Privacy Notice