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What You Should Know About the Current Tax Environment, Your IRA and 401(K) Presented by Kevin Bucher
March 28 @ 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
๐ช๐ต๐ฎ๐ ๐ฌ๐ผ๐ ๐ฆ๐ต๐ผ๐๐น๐ฑ ๐๐ป๐ผ๐ ๐๐ฏ๐ผ๐๐ ๐๐ต๐ฒ ๐๐๐ฟ๐ฟ๐ฒ๐ป๐ ๐ง๐ฎ๐
๐๐ป๐๐ถ๐ฟ๐ผ๐ป๐บ๐ฒ๐ป๐, ๐ฌ๐ผ๐๐ฟ ๐๐ฅ๐ ๐ฎ๐ป๐ฑ ๐ฐ๐ฌ๐ญ(๐) ๐๐ถ๐ป๐ป๐ฒ๐ฟ ๐ฃ๐ฟ๐ฒ๐๐ฒ๐ป๐๐ฎ๐๐ถ๐ผ๐ป: ๐ฃ๐ฟ๐ฒ๐๐ฒ๐ป๐๐ฒ๐ฑ ๐ฏ๐ ๐๐ฒ๐๐ถ๐ป ๐๐๐ฐ๐ต๐ฒ๐ฟ
๐ ๐ฆ๐ฃ๐๐๐๐๐ ๐๐ฉ๐๐ก๐ง ๐๐ข๐ฅ ๐ฅ๐๐ง๐๐ฅ๐๐๐ฆ ๐ข๐ฅ ๐ง๐๐ข๐ฆ๐ ๐ฃ๐๐๐ก๐ก๐๐ก๐ ๐ง๐ข ๐ฅ๐๐ง๐๐ฅ๐ ๐ฆ๐ข๐ข๐ก
๐ฌ๐ผ๐ ๐๐ถ๐น๐น ๐น๐ฒ๐ฎ๐ฟ๐ป:
โขHow will the new administration potentially impact your bottom line and retirement nest egg?
โขStrategies to help minimize your federal income taxes on your IRA, 401(k) or other investment accounts.
โขExplore tax strategies that may protect your beneficiaries and could help ensure you donโt run out of money.
โขThe common mistakes you can make when doing an IRA rollover before or after retirement.
โขIs a Roth IRA conversion right for you?
โขWhat you should know about the current tax environment, your IRA and 401(k).
โขThe importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard-earned money!)
โขHow to attempt to protect yourself from future market drops.
๐ฃ๐น๐ฒ๐ฎ๐๐ฒ ๐ฅ๐ฆ๐ฉ๐ฃ ๐ฏ๐ ๐ฐ๐ฎ๐น๐น๐ถ๐ป๐ด ๐๐ต๐ฒ ๐๐ถ๐๐ถ๐๐ฒ๐ป ๐๐ฑ๐๐ถ๐๐ผ๐ฟ๐ ๐๐ฟ๐ผ๐๐ฝ ๐ผ๐ณ๐ณ๐ถ๐ฐ๐ฒ ๐ฎ๐ ๐ฐ๐ญ๐ต-๐ด๐ณ๐ฎ-๐ฌ๐ฎ๐ฌ๐ฐ.
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