Traditional IRA/401(k) - Roth IRA/401(k) - What else is available? - Flexibility - Having it both ways

Know the Rules – Deductions, Dividends and Dependents -- Keeping Accurate Records – Save, Shred, or Recycle -- What are Required Minimum Distributions – SECURE ACT -- Tax Deferred Programs – The Ins and Outs -- Tax Planning Strategies -- Year End Planning Checklist -- The Future?