𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗦𝗵𝗼𝘂𝗹𝗱 𝗞𝗻𝗼𝘄 𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗧𝗮𝘅 𝗘𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁, 𝗬𝗼𝘂𝗿 𝗜𝗥𝗔 𝗮𝗻𝗱 𝟰𝟬𝟭(𝗞) 𝗗𝗶𝗻𝗻𝗲𝗿 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻: 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗱 𝗯𝘆 𝗞𝗲𝘃𝗶𝗻 𝗕𝘂𝗰𝗵𝗲𝗿
𝗔 𝗦𝗣𝗘𝗖𝗜𝗔𝗟 𝗘𝗩𝗘𝗡𝗧 𝗙𝗢𝗥 𝗥𝗘𝗧𝗜𝗥𝗘𝗘𝗦 𝗢𝗥 𝗧𝗛𝗢𝗦𝗘 𝗣𝗟𝗔𝗡𝗡𝗜𝗡𝗚 𝗧𝗢 𝗥𝗘𝗧𝗜𝗥𝗘 𝗦𝗢𝗢𝗡
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.
𝗣𝗹𝗲𝗮𝘀𝗲 𝗥𝗦𝗩𝗣 𝗯𝘆 𝗰𝗮𝗹𝗹𝗶𝗻𝗴 𝘁𝗵𝗲 𝗖𝗶𝘁𝗶𝘇𝗲𝗻 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗚𝗿𝗼𝘂𝗽 𝗼𝗳𝗳𝗶𝗰𝗲 𝗮𝘁 𝟰𝟭𝟵-𝟴𝟳𝟮-𝟬𝟮𝟬𝟰.