In this
workshop,
you will learn...
- What the extended tax cuts mean for your IRA and why conversion is priority #1
- The hidden negatives inside every IRA and the single move that removes them all at once
- How RMDs can explode your tax rate and even push you as high as 39.6% for 2026
- A "double compounding" cost that could quietly drain over 500K from your future retirement
- How to block the IRMAA tax from hijacking your Social Security – legally and permanently
- How to convert the smart way - without reducing your account or jumping tax brackets
In this workshop, you will learn...
- What the extended tax cuts mean for your IRA and why conversion is priority #1
- The hidden negatives inside every IRA and the single move that removes them all at once
- How RMDs can explode your tax rate and even push you as high as 39.6% for 2026
- A "double compounding" cost that could quietly drain over 500K from your future retirement
- How to block the IRMAA tax from hijacking your Social Security – legally and permanently
- How to convert the smart way - without reducing your account or jumping tax brackets
Tuesday
December 9th | 10:30 AM
G&L Smart Plans Office Conference Room
419 Erin Dr Suite 8, Knoxville, TN 37919
thursday
December 11th | 2:00 PM
G&L Smart Plans Office Conference Room
419 Erin Dr Suite 8, Knoxville, TN 37919
Timothy T. Van Houten
IAR, NSSA
Tim is the founder of Sonoran Wealth Systems, an independent financial advisor firm. He works hard to help clients have a financial strategy for retirement that inspires confidence and excitement for the next stage of their lives.
Tim is proud of his team’s reputation for finding innovative strategies to help meet retirees’ and pre-retirees’ needs and turn their dreams into reality.
Main Office
Make-A-Wish Building
1702 E. Highland Ave Suite 214
Phoenix, AZ 85016
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Kierland Corporate Center
7047 E. Greenway Parkway Suite 250
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Mesa Office
Gateway Executive Suites
4140 E. Baseline Road Suite 10
Mesa, AZ
Glendale Office
Arrowhead Executive Suites
20325 N. 51st Ave Building 5, Suite 134
Glendale, AZ
Tuesday
December 9th10:30 AM
G&L Smart Plans Office Conference Room
419 Erin Dr Suite 8, Knoxville, TN 37919
thursday
December 11th2:00 PM
G&L Smart Plans Office Conference Room
419 Erin Dr Suite 8, Knoxville, TN 37919
Copyright © 2025 | G&L Smart Plans | All Rights Reserved
Copyright © 2025 | G&L Smart Plans | All Rights Reserved