8 Potential Mistakes Retirees Could Make Dinner Seminar

About this event

This class size is limited, and seats may fill up quickly! Dinner will be served; choice of vegetarian ravioli or chicken.

TOPICS TO BE DISCUSSED & POTENTIAL STRATEGIES TO BE REVEALED AT THIS TIMELY EDUCATIONAL PRESENTATION:

• SECURE 2.0 Act – Just-passed legislation – How it could affect your retirement savings
• Does Stock Market volatility concern you? Learn how you may be able to avoid the fluctuations and still enjoy market upside
• Learn how to potentially reduce or eliminate taxes on your Social Security
• Find out how you may be able to turn your existing IRA into a tax-free account
• Learn how to create an income stream you cannot outlive by utilizing Income Riders
• Hear how you may avoid taking your Required Minimum Distribution even if you are older than 73
• The 10-year “Inherited IRA” – How does it work?
• IRA rollover traps to avoid

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

CLICK THE WEBSITE LINK BELOW TO REGISTER OR CALL 478.329.0339