Retirement Choices – Strategies to Help Maximize Retirement & Reduce Your Taxes

Given the current global and economic situation, many people are concerned that their retirement savings will not last as long as they do.  What will a market correction mean to your retirement?  Additionally, without proper planningyour estate may get settled in ways you never intended.  Join us for a special dinner event and receive real answers to these and other important issues that may affect your estate and retirement plan.

What You Will Learn:

  • How could then New Tax Bill impact your retirement?
  • How can your retirement accounts factor in to your trust, estate and probate plan.
  • What steps can you take to ensure your money lasts as long as you do?
  • Preserve and protect your financial assets from market volatility, inflation and taxation.
  • Learn how to minimize taxes, fees & losses and maximize income on your IRA, 401(k) and other retirement accounts.
  • Are you truly diversified?  Or do you just think you are?
  • How can you maximize your Social Security benefits?
  • The real cost of mutual funds and variable annuities – how do you know what you are really paying?

Our events are typically well-attended and seating is limited, so pelae reserve your space today.  Topics covered best suited for those age 55+ and with at least $500,000 saved for retirement outside of any real estate holdings.