State of the Economy 2023

• Review the State of the Economy with Inflation at its highest level in more than 40 years, and Interest Rates at their highest level in 15 years
• Review the tax law changes contained in Secure Act 2.0
• How the new Tax Law Changes Could Impact Your Retirement
• How to Take Early Retirement Prior to Age 59 1/2 Without Penalties
• Ways to Use Stocks, Bonds and Mutual Funds to maxmimize Your 401k and IRA’s
• Annuity vs Lump Sum Distibutions; Pro’s and Con’s

More