323-776-1900
No Charge to Attend.
Seating is limited, so sign up today!
University of Redlands
Topic: Your IRA in Retirement Planning
1261 E Colton Ave, Redlands, CA 92374
Tuesday, May 21 @ 6:30 - 8:00 pm
(Only a few spots left!)
LEARN HOW TO OPTIMIZE YOUR RETIREMENT INCOME AND REDUCE YOUR TAXES
Market downturn, inflation, law changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?
Join us at the University of Redlands for an educational workshop covering Your IRA in Retirement Planning (including the good, the bad, and the surprising of Annuities) on Tuesday, May 21, from 6:30 - 8:00 pm. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks.
It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars. At this workshop, you will learn about individual retirement accounts (IRAs), how the Secure Act has changed retirement and legacy planning, and if annuities potentially could be beneficial for you.
If you would like more information on how to optimize your retirement income while reducing taxes, this workshop is for you.
Attend this workshop and learn:
-
How to reduce or eliminate retirement and estate taxes
- IRA and 401(k) – What is the difference?
- The little-known facts about IRAs
- How the Secure Act has changed retirement and legacy planning
- Roth IRA – is that for you?
- Common misconceptions about retirement planning
- Annuities – The Good, the Bad, and the Surprising
- Tools and methods available to retirees to help develop a retirement tax strategy
Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our Privacy Policy.
University of Redlands
Topic: Your IRA in Retirement Planning
1261 E Colton Ave, Redlands, CA 92374
Tuesday, May 21 @ 6:30 - 8:00 pm
OPEN
No Charge to Attend.
(Only a few spots left!)
Learn How To Optimize Your Retirement Income And Reduce Your Taxes
Market downturn, inflation, law changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?
Join us at the University of Redlands for an educational workshop covering Your IRA in Retirement Planning (including the good, the bad, and the surprising of Annuities) on Tuesday, May 21, from 6:30 - 8:00 pm. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks.
It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars. At this workshop, you will learn about individual retirement accounts (IRAs), how the Secure Act has changed retirement and legacy planning, and if annuities potentially could be beneficial for you.
If you would like more information on how to optimize your retirement income while reducing taxes, this workshop is for you.
Attend this workshop and learn:
- How to reduce or eliminate retirement and estate taxes
- IRA and 401(k) – What is the difference?
- The little-known facts about IRAs
- How the Secure Act has changed retirement and legacy planning
- Roth IRA – is that for you?
- Common misconceptions about retirement planning
- Annuities – The Good, the Bad, and the Surprising
- Tools and methods available to retirees to help develop a retirement tax strategy
Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our privacy policy.
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