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Tax-Smart Retirement Planning Lunch
September 10, 2019 @ 11:30 am - 1:00 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
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.