Most retirees are sitting on a future tax bomb. Join Doug Twiddy, Director of Annuities & Partner at E4 Insurance Services, as he unpacks how to reposition qualified assets during the retirement ‘tax valley’ using Roth conversions and annuity strategies—turning forced taxable income into tax-free income for life while reducing future RMDs and taxable Social Security. You won’t want to miss these actionable insights that can reshape retirement outcomes and client conversations!
