Tax Alert 2024 Workshop & Complimentary Meal in Sarasota, FL

If you are like most retirees, you have built up your retirement savings in plans like IRAs, 401(k)s, 403(b)s, and TSP plans not knowing that these could be potential ticking tax time bombs waiting to go off. Join Glenn Cummings of BIG Financial Services as he helps you figure out the new tax and retirement risks you may face and what to do about it while there’s still time.

You’ll also discover:

• ELECTION-YEAR INVESTING: Tips for positioning retirement assets for the 2024 Election, REGARDLESS of outcome.
• 2024 TAXES: How rising national debt could significantly impact your tax burden in retirement.
• FUTURE MARKET VOLATILITY: What does the future hold and what are the 3 Rules to Consider to help you avoid the market plummet.
• RETIREMENT INCOME: Will you have enough? Will it last? Ways to avoid running out of income during retirement, and help create a dependable, reliable, and consistent income.
• TAX FREE INCOME: Learn ways to address Required Minimum Distributions (RMD) at age 73.
• OUT OF CONTROL INFLATION: We are at the highest level of inflation since 1982! What strategies can you use to help preserve your lifestyle?

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

Host or Publisher Glenn Cummings