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Tax-Smart Retirement Planning Lunch

May 16, 2019 @ 11:30 am - 1:00 pm

                                                                 Join Us For This Special Event

                                                               Tax-Smart Retirement Planning

You’ll Enjoy A Meal and Insightful Discussion on Strategies You Can Use To Thrive In Retirement In Today’s New Economy.
Plan For Your Retirement, NOT Uncle Sam’s.

Discussion Highlights Include:

  • How to create a TAX-FREE income in retirement from your current 401(k)/403(b)/ IRA
  • Learn how diversification of your portfolio is essential when it comes to taxes.
  • The “Do’s” and Don’ts” of Roth Conversions, and why they’re important to understand
  • Tax- Deferred vs Tax-Free How knowing the difference can impact your retirement!
  • Are you aware that If you have 401(ks), 403(b)s or IRAs, every penny including the growth will be taxed upon withdrawal? Learn how that can be managed.

Details

Date:
May 16, 2019
Time:
11:30 am - 1:00 pm
Event Category:

Venue

AMC Thoroughbred
633 Frazier Drive
Franklin, TN 37067 United States
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