Tax-Smart Retirement Planning Event at River House Restaurant
Location
River House Restaurant & Raw Bar
3015 River Road b
Louisville, KY 40207 United States
Directions
Date:
November 4, 2021
Time:
6:00 pm - 8:00 pm
Join your host Adele Guarino-Peters for a presentation and dinner especially designed for retirees or those retiring soon. She 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.
Topics include:
*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.