Tax rates are likely to rise in the future – whether as a result of public policy change or growing personal income. Acceptance of this change is the first step, but you and your clients don’t have to accept defeat. You can employ strategies to help clients alleviate or maximize their tax picture.
In this webinar, Jamie Hopkins, Director of Retirement Research at Carson Group and Waldean Wall, Vice President of Advanced Markets at Allianz, lead a discussion outlining tax strategies to help clients reduce their taxable income.
Strategies covered include:
• Roth IRA conversions
• Charitable giving
• Using the HSA for accumulation
• Stretch alternatives
• Using an annuity to help hedge tax risk