"Mid-Year Review"

Segment One — Prepare for Tax Increases

• This segment covers the Biden administration's proposed tax increases on individuals and estates.

Segment Two – Do A Mid-Year Portfolio Review

• This segment covers how to review investments and what to think about when creating a retirement investment strategy.

Segment Three — Don't Outlive Your Savings

• This segment talks about annuities and the QLAC provision in the SECURE Act.

Segment Four — How Will Your Retirement Account Distributions Be Taxed?

• This segment discusses RMDs and tax minimization strategies