You and a guest are invited to join us at The Alpine Chef for an informative workshop to learn what you can do now to help generate tax free retirement income!

How To Rollover Your 401(k) and Lump-sum Pension Tax-Free

A complimentary workshop on how you may be able to reduce and or eliminate your tax liability on your qualified retirement accounts prior to retirement.

401(k) Rollovers Workshop @ The Alpine Chef

Tuesday, January 25th
6:30 PM

Thursday, January 27th
6:30 PM

The Alpine Chef
200 Lafayette Blvd
Fredericksburg, VA 22401

*Please arrive by 6:15 as doors close promptly at 6:30

We will discuss the following:


Discover ways to pay the minimum in taxes when rolling over your 401(k), 403(b), 457, Thrift Savings or Lump-sum Pension.

Portfolio Strategies

Knowing when and how to withdraw from the right accounts can help keep you from running out of money later in your retirement!

Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Why we created this workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.