Take the first step toward reaching your financial goals
Tax-Savvy Retirement Planning Event
Please join us for a presentation especially designed for retirees or those retiring soon. We will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided, if you know what you're looking for.
We will be discussing:
- Why taxes may be the biggest retirement risk you haven't planned for...
- How to identify the right tax choices today that can potentially save you hundreds of thousands of dollars in taxes throughout your retirement...
- How to control your tax exposure in this New Economic Environment...
- How you can benefit from recent tax legislation to help reduce your taxes...
- Learn to take advantage now of a 2-6 year tax window...
- Are you using the tax code to your advantage?