Navigating Retirement Challenges - A Complimentary Dinner Event
Schedule
Thu May 23 2024 at 04:00 pm
Location
Castaway Restaurant | Burbank, CA
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Register now by calling (800) 898-3572Seating is limited!
Join us for an Educational Workshop and Complimentary Dinner that will provide you with the tools you need to help disinherit the IRS from your retirement accounts. After this class, you’ll be able to make informed financial decisions and understand how your current choices can keep more of your hard-earned retirement savings where it belongs – with you and your loved ones.
What we’ll cover:
- Strategies to reduce or eliminate taxes in retirement
- Tax treatments of the three basic retirement accounts
- Tax-deferred vs. tax-free accounts: Which one is right for you?
- How to define a “true” tax-free investment
- How to tax-efficiently structure your Required Minimum
Distributions (RMDs)
- And much more!
BONUS TOPICS:
- When to convert to a Roth IRA
- How to use the Roth conversion option to create increasing TAX-
FREE lifetime income benefits for you and your spouse
- How to accumulate dollars in the right types of accounts for
future retirement income
- Ways to potentially maximize the value of your IRA, 401(k), TSP, or
pension plan
Learn more about us at https://financialriskmgmt.com/
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Where is it happening?
Castaway Restaurant, 1250 E Harvard Rd, Burbank, CA 91501-1002, United States,Burbank, CaliforniaEvent Location & Nearby Stays: