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Tax-Smart Retirement Planning Lunch


AMC Thoroughbred
633 Frazier Drive
Franklin, TN 37067 United States



May 16


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.

Register for this Event

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