Learn ways that can help you reduce taxes on your retirement income through strategic planning. We’ll cover IRA to Roth conversions, tax treatment of real estate, and key differences between JTWROS and community property for estate planning.

We’ll review everything you need in order to make a retirement plan and how to apply it on your own or with professional help. Discover how to evaluate your advisor, manage your investments with confidence, and take the next step in your retirement journey.