EDUCATIONAL WORKSHOPS
EDUCATIONAL WORKSHOPS
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
Current National Debt
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
Available Days: Tuesday or Thursday
Time: 6:30 PM - 8:00 PM
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: Charlotte Mecklenburg Library South County Regional
Address: 5801 Rea Rd, Charlotte, NC 28277, United States
Available Days: Nov 8, 2023, Wednesday | Nov 14, 2023, Tuesday
Time: 6:00 PM - 8:00 PM
Current National Debt
Don't Let Taxes Derail
Your Retirement
Maximize Retirement Savings with Tax Planning!
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
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.
HOSTED BY:
Edward Schuh
Senior Investment Manager
Marine Corps Veteran
Rob Sousa
Executive Director
US ARMY Veteran
The Invisible Tax of Rising Inflation, What to Do Now to Protect Your Retirement?
Space is limited, reserve your seat today!
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.
www.theafigroup.com
