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Tax-Smart Retirement Planning Dinner

September 10, 2019 @ 6:00 pm - 8:00 pm

Tax-Smart Retirement Planning

You’ll Enjoy  a Lunch or Dinner and Insightful Discussion That Your Advisor Thinks Would Be Beneficial to Your Retirement
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.


September 10, 2019
6:00 pm - 8:00 pm
Event Category:


Franklin Office
751 Cool Springs Blvd TN 37067 United States + Google Map

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