Minimizing Taxes in Retirement

REGISTER

Join the Mutual of Omaha Advanced Markets Team to learn how to help prospective clients understand how different income sources can impact the taxes they pay in retirement, and how life insurance or Roth IRAs can help them by providing a tax-free source of supplemental retirement income.

Speakers

Michelle Owens, JD CLU CEBS CAMS ChFC

Advanced Markets Consultant @Mutual of Omaha