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What You Should Know About the Current Tax Environment, Your IRA and 401(K) Presented by Kevin Bucher

September 20 @ 6:30 pm - 8:30 pm

What You Should Know About the Current Tax Environment, Your IRA and 401(K) Dinner Presentation: Presented by Kevin Bucher

Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy. Bring a friend and join Citizen Advisory Group to learn how different factors can impact your retirement.

A SPECIAL EVENT FOR RETIREES OR THOSE PLANNING TO RETIRE SOON
*Please note if you’re already a CAG client this information is already discussed in your annual review. This is a great event to introduce a friend or family member to CAG.

You will learn:
•How will the new administration potentially impact your bottom line and retirement nest egg?
•Strategies to help minimize your federal income taxes on your IRA, 401(k) or other investment accounts.
•Explore tax strategies that may protect your beneficiaries and could help ensure you don’t run out of money.
•The common mistakes you can make when doing an IRA rollover before or after retirement.
•Is a Roth IRA conversion right for you?
•What you should know about the current tax environment, your IRA and 401(k).
•The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard-earned money!)
•How to attempt to protect yourself from future market drops.

RSVP for an upcoming event by calling the Citizen Advisory Group office at 419-872-0204.

Details

Date:
September 20
Time:
6:30 pm - 8:30 pm
Event Categories:
,

Venue

Rockwell’s Steakhouse
27 Broadway Street
Toledo, OH 43604 United States
+ Google Map
Phone:
419-872-0204

 

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Citizen Advisory Group. Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha.