How The 2024 Election May Affect Your Financial Landscape

You and your spouse are cordially invited to an educational event for area residents. This is not
a candidate-specific event; no matter what political party you associate with, all are welcome.
THIS IS AN EDUCATIONAL PROGRAM ONLY. ENJOY A COMPLIMENTARY MEAL SERVED IMMEDIATELY AFTER THE PRESENTATION.

Topics to be discussed:

• Strategies to help plan for your retirement future no matter what happens in the election.
• Long-Term Care: Protect your retirement funds from Long Term Care costs.
• Taxes: Just how bad could they get? Can proactive strategies save on future taxes? Can ROTH conversions be beneficial?
• How we have a short window of opportunity due to the current tax environment.
• What could be coming if Biden wins reelection?
• What changes could be made if Trump wins?
• How Inflation has changed how you might need to prepare for retirement.
• Economic and political impact of the current border crisis (it could be worse than you think).
• How massive government spending and debt can impact taxes and your retirement.
• Social Security: Do you know how to coordinate IRA distributions with Social Security and
Pension Income?

Host or Publisher Ivanoff Advisors