Andrew Victor, Director of Planning Strategies with CSI Financial joins us for a discussion on how to effectively divorce the IRS from retirement accounts and extend retirement by having more capital available. He has over 25+ years in financial services and specializes in strategies for tax-efficient income planning, wealth transfer, estate planning, and business succession. Andrew is widely known as a leading expert in comprehensive retirement solutions.

Topics of Discussion Will Include:

• How to Keep up to 40% More in Your Retirement Account upon Mandatory Withdrawal
• Why Protecting Your Retirement Accounts from Potential Tax Hikes is Critical
• What To Expect When The Trump Tax Cuts Expire
• The Hidden Tax In Medicare That Will Reduce Your Social Security
• Why a Comprehensive Retirement Plan Is Important
• Q & A Opportunity

Join us Tuesday, January 25th at 12:15 PM CST for this 30-minute event. Register to attend or receive the post - recording.

Register here:
https://event.on24.com/wcc/r/3613134/69FB55EA65DFC925DD2BBF360F590730


Court Bradley
Chief Senior Strategist | Fighting Aggie Class of '04
American Wealth Strategist