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Date/Time:
06/18/2019 at 6:30 pm - 8:30 pm

Location:
Mahwah Public Library
100 Ridge Road
Mahwah, New Jersey 07470


Mahwah Public Library
COURSE CODE: TRAML0618

 

THIS IS A FREE EDUCATIONAL COURSE!
There is no cost to attend, but advanced registration is required.

Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone at 201-597-5253 (lines open 24/7)

 

PLAN A TAX-FREE RETIREMENT

Post-retirement tax planning is often more difficult than planning for retirement. We are managing our entire nest egg, not collecting paychecks anymore and have less time to recover from potential mistakes. When we retire, our financial objectives, time horizon, and investment choices may likely change. We discuss how to transition from our asset accumulation to income distribution tax planning. This real-world approach makes attending this course both entertaining and informative. Upon completion, we will know how to take advantage of a little-known investment alternative that will help us achieve our tax-free retirement goals and leave a legacy to our loved ones. 

What You Will Learn:

  • Defuse the IRA Ticking Timebomb
  • Plan your taxes rather than just prepare them
  • Change “Forever Taxable” to “Never Taxable”
  • How to use banking strategies to build wealth and legacy
  • How to avoid mandatory taxable IRS distributions¬†

Reserve Your Spot

Bookings are closed for this event.




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