Protect Your Retirement Savings from the Impact of Rising Taxes
If you’re like most Americans, you’ve saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. But what happens when tax rates go up? How much of your hard-earned money will you really get to keep? Unless you can accurately predict what tax rates will be when you take those dollars out, you have no idea how much of that money is really yours. Do you have a retirement tax strategy? If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income.
Event Location: Alliant International University
Address: 2855 Michelle Dr. #300, Irvine, CA 92606
Thursday, August 24th @ 6:30 PM
Thursday, August 31st @ 6:30 PM
Current National Debt
Here is what we will be discussing during the workshop:
What the new tax law may mean to you! Who wins? Who loses?
How to optimize your Social Security and strategies to help reduce its taxation.
If you should convert your IRA to a Roth IRA.
New strategies to dramatically cut your
retirement income taxes.
How to create a tax‐free cash flow with a Roth IRA.
Senior Investment Manager
Marine Corps Veteran
US ARMY Veteran
The Invisible Tax of Rising Inflation, What to Do Now to Protect Your Retirement?
Space is limited, reserve your seat today!
This is an educational event only. There will not be anything for sale during or after the presentation.
THIS EVENT IS NOT ENDORSED OR SPONSORED BY THE CITY OF TUSTIN.