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• The effect the recent tax changes could have on your retirement income strategy.

• Possible increasing tax risk in the future and what that means for your retirement.

• Potential impact of taxes on retirement income through reduced deductions and higher-than-expected brackets.

• Strategies for mitigating tax risk in retirement through tax diversification.

• The six fundamental planning considerations and how they apply now and in retirement.

Patrick Kelly will be your host, speaking about tax diversification and retirement. He is a financial services veteran of 30+ years, leading educator of over 100,000 professionals, and a renowned author of 6 financial planning books. Over 500,000 people have read his best-selling book, and now you can learn from Patrick Kelly, too!

The presentation and materials are not endorsed or approved by any other Government Agency. This is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement.