How to Help Yourself Avoid the Looming Tax Storm. In a time in which so much feels outside your control, the reality is that your finances and your retirement don't have to be out of control. Your retirement reality can be managed.

Key takeaways:

• What is "tax diversification" and how do the "taxable buckets" play a part in that?
• Should you consider a ROTH conversion?
• You can potentially rearrange you savings in a more tax efficient manner, but it starts with effective planning!