
14
March
Tax, Investment and Wealth Management Seminar
Description
Our team will discuss several important issues, including:
- The 5 Pillars of Financial Planning
- How the Secure Act 2.0 will change retirement planning
- Why your IRAs and 401ks are potential tax disasters waiting to happen
- How you can turn your IRAs and 401ks into tax free accounts
- Reduce your tax burden
- Qualified charitable distributions and required minimal distributions
The seminar is designed to help you and your family avoid the most common mistakes.
Date and Time
Tue, Mar 14, 2023
6:00p - 8:00p CST
Location
The Rawls Restaurant
116 South Main Street
Enterprise,
AL
36330