
22
Sept
Retirement Seminar
Description
• Required Minimum Distribution (RMDs) from your IRAs and 401(k)s.
• Understand what the new TAX Law may mean to you!
• Identify the most important steps to take in a bear market.
• How to reduce your tax burden.
• Cover long-term care costs without expensive annual premiums.
• Turn existing IRAs/401(k)s into tax-free accounts.
• Create tax-free cash flow.
BONUS TOPIC: The Importance of estate planning, including Will and Living Trusts.
• Understand what the new TAX Law may mean to you!
• Identify the most important steps to take in a bear market.
• How to reduce your tax burden.
• Cover long-term care costs without expensive annual premiums.
• Turn existing IRAs/401(k)s into tax-free accounts.
• Create tax-free cash flow.
BONUS TOPIC: The Importance of estate planning, including Will and Living Trusts.
Date and Time
Thu, Sep 22, 2022
6:00p - 8:00p CST
Location
Highland Oaks Golf Course
904 Royal Parkway
Dothan,
AL
36305