Join us for a discussion about retirement income planning. We will look not only at accumulation but also distribution of assets in a tax efficient manner.
Steven Block of BlockWall Strategies, Inc. and NYLIFE Securities will be presenting. The topics to be discussed include Social Security decisions, including the impact of CARES Act, Asset Allocation and Asset Location, and tax mitigation strategies. https://www.blockwallstrategies.com/
Please submit your Question below, which will be answered at the end of the Program.