Tax-Smart Retirement Planning Event
6:00 pm - 8:00 pm
Join your host Justin Jenkins for a presentation and dinner especially designed for retirees or those retiring soon. He 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.
- Why taxes may be the biggest retirement risk you haven’t planned for
- How to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money
- Learn to protect your assets from getting eaten up by long-term care and healthcare costs
- Learn how to transfer assets and create a legacy tax-efficiently
- Much more
Seating is very limited and this event is for those 60 and older. Call 877-573-2043 to register.