Trimester Sales Strategies: Retirement Income Tax Planning

Talk to your high-income earners about strategies that can reduce their federal income tax bill now and in their retirement years. The lower income tax rates that the Tax Cuts and Jobs Act (TCJA) gave are due to revert back on January 1, 2026. There’s no time to waste! Go to the Trimester Sales Strategies site and bookmark it. Don’t miss a single sales idea, webinar, or 10-Minute Monday this year!