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

January 31 @ 6:30 pm - 8:30 pm

|Recurring Event (See all)

One event on February 7, 2023 at 6:30 pm

One event on March 28, 2023 at 6:30 pm

One event on July 25, 2023 at 6:30 pm

๐—ช๐—ต๐—ฎ๐˜ ๐—ฌ๐—ผ๐˜‚ ๐—ฆ๐—ต๐—ผ๐˜‚๐—น๐—ฑ ๐—ž๐—ป๐—ผ๐˜„ ๐—”๐—ฏ๐—ผ๐˜‚๐˜ ๐˜๐—ต๐—ฒ ๐—–๐˜‚๐—ฟ๐—ฟ๐—ฒ๐—ป๐˜ ๐—ง๐—ฎ๐˜… ๐—˜๐—ป๐˜ƒ๐—ถ๐—ฟ๐—ผ๐—ป๐—บ๐—ฒ๐—ป๐˜, ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—œ๐—ฅ๐—” ๐—ฎ๐—ป๐—ฑ ๐Ÿฐ๐Ÿฌ๐Ÿญ(๐—ž) ๐——๐—ถ๐—ป๐—ป๐—ฒ๐—ฟ ๐—ฃ๐—ฟ๐—ฒ๐˜€๐—ฒ๐—ป๐˜๐—ฎ๐˜๐—ถ๐—ผ๐—ป: ๐—ฃ๐—ฟ๐—ฒ๐˜€๐—ฒ๐—ป๐˜๐—ฒ๐—ฑ ๐—ฏ๐˜† ๐—ž๐—ฒ๐˜ƒ๐—ถ๐—ป ๐—•๐˜‚๐—ฐ๐—ต๐—ฒ๐—ฟ
๐—” ๐—ฆ๐—ฃ๐—˜๐—–๐—œ๐—”๐—Ÿ ๐—˜๐—ฉ๐—˜๐—ก๐—ง ๐—™๐—ข๐—ฅ ๐—ฅ๐—˜๐—ง๐—œ๐—ฅ๐—˜๐—˜๐—ฆ ๐—ข๐—ฅ ๐—ง๐—›๐—ข๐—ฆ๐—˜ ๐—ฃ๐—Ÿ๐—”๐—ก๐—ก๐—œ๐—ก๐—š ๐—ง๐—ข ๐—ฅ๐—˜๐—ง๐—œ๐—ฅ๐—˜ ๐—ฆ๐—ข๐—ข๐—ก
๐—ฌ๐—ผ๐˜‚ ๐˜„๐—ถ๐—น๐—น ๐—น๐—ฒ๐—ฎ๐—ฟ๐—ป:
โ€ขHow will the new administration potentially impact your bottom line and retirement nest egg?
โ€ขStrategies to help minimize your federal income taxes on your IRA, 401(k) or other investment accounts.
โ€ขExplore tax strategies that may protect your beneficiaries and could help ensure you donโ€™t run out of money.
โ€ขThe common mistakes you can make when doing an IRA rollover before or after retirement.
โ€ขIs a Roth IRA conversion right for you?
โ€ขWhat you should know about the current tax environment, your IRA and 401(k).
โ€ขThe importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard-earned money!)
โ€ขHow to attempt to protect yourself from future market drops.
๐—ฃ๐—น๐—ฒ๐—ฎ๐˜€๐—ฒ ๐—ฅ๐—ฆ๐—ฉ๐—ฃ ๐—ฏ๐˜† ๐—ฐ๐—ฎ๐—น๐—น๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—–๐—ถ๐˜๐—ถ๐˜‡๐—ฒ๐—ป ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜† ๐—š๐—ฟ๐—ผ๐˜‚๐—ฝ ๐—ผ๐—ณ๐—ณ๐—ถ๐—ฐ๐—ฒ ๐—ฎ๐˜ ๐Ÿฐ๐Ÿญ๐Ÿต-๐Ÿด๐Ÿณ๐Ÿฎ-๐Ÿฌ๐Ÿฎ๐Ÿฌ๐Ÿฐ.

Details

Date:
January 31
Time:
6:30 pm - 8:30 pm
Event Categories:
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Venue

Cooper’s Hawk Winery & Restaurant
4705 Talmadge Rd.
Toledo, OH 43623 United States
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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.