Dinner Seminar for Physicians
Retirement strategies best suited for attendees with estates over $5 million
· The Keys to Tax-Free Retirement Income – strategically position your assets to minimize tax obligations.
· Mitigate High Taxes on RMD’s with Unique Strategies – effective strategies to structure Retirement account and Reduce your Income Tax Rate.
· Prepare for the Income and Estate Rate Increases in January 2026 – lock-in your tax savings and maximize your gifts today before Sunset of the Trump Tax Law.
· Convert Your Retirement Plan into a Tax-Free Roth IRA with no Out-of-Pocket expense.
· The Secrets to Bypassing Capital Gains Taxes – avoid paying capital gains taxes on the sale of highly appreciated assets.
· Ensure Your Trust Shields You from Estate Taxes and Probate – essential Trust structure that can safeguard your asset from the 56% combined Illinois & Federal Estate Tax.
