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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:

September 28, 2021

Time:

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.

 

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.

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  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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