Living Tax Free; Presented by John L. Jenkins, AEP®, EA, CFP®, CFF and Monica Szakos Cramer, CFF

This is an overview of real-world strategies and methods designed for those who are preparing for retirement, or are in the early stages of retirement, and looking for ways to reduce or even eliminate taxes owed from income. This overview will show you how to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income. It will touch on how you can accurately devise a plan for Tax Free income that will last throughout your retirement as well as how to take advantage of little-known investment vehicles that will help you both achieve your tax-free retirement goals and leave a legacy to your loved ones.