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26 Feb
Special Event for IRA & 401(k) Holders

Description

What You Should Know About the New Tax Reform Bill

and Your IRA and 401(k)




Topics we’ll cover include:


• How will the SECURE ACT Legislation impact your retirement?


• How will the new Tax Reform bill impact your bottom line and
retirement nest egg?


• Strategies to help minimize your federal income taxes on your
IRA, 401(k) or other investment accounts.


• The common mistakes you can make when doing an IRA
rollover before or after retirement.


• Is a Roth IRA conversion right for you?


• Learn about the IRA tax trap and how to avoid it.


• The importance of distribution planning (understanding the
rules may allow you to reduce your risk and keep more of your
hard-earned money)!


• How you can potentially turn even a small IRA into a significant
asset for your children or grandchildren.

Date and Time

Wed, Feb 26, 2020

6:30p - 8:30p EST

Location

South Miami

6915 Red Road
Coral Gables , FL 33143
View on Map
PT2H
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Event Registration


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