Date/Time:
Thursday, July 14th at 6:30 pm - 8:30 pm

Location:
The Better Business Bureau of Phoenix
1010 E. Missouri Avenue
Phoenix, AZ 85014

UNDERSATNDING YOUR IRA/401k OPTIONS
In Person Workshop
COURSE CODE: KWSBB0714

This Workshop is offered FREE of Charge but
Advance Registration is Required
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone by calling    602-962-4806   Lines Open 24/7

UNDERSATNDING YOUR IRA/401k OPTIONS

In Person Workshop

If you are recently retired or planning to retire soon, you’re most likely counting on your IRA, 401k, 403b, SEP IRA or other “qualified account” to provide you with income and security in retirement. Yet many Americans don’t fully understand that how you manage these accounts can have a direct, and often costly, impact on your future income. 

In this course, we will discuss the rules, regulations, unique characteristics, and tax consequences associated with these retirement plans, and the potential impact of legislative and tax law changes. You will learn the latest strategies to reduce taxes, minimize risk, and protect and preserve your valuable assets for your retirement. 

We will discuss these important topics and more: 

• Understanding your IRA, 401k, 403b, SEP IRA or other qualified account
• IRS rules and regulations for qualified accounts, and strategies to reduce your tax liability on them
• Your rollover options and the pros and cons of each
• The proper application of tax-free Roth IRAs
• Ways to minimize the impact of Required Minimum Distributions (RMDs) on your tax and account values
• The three biggest risks to retirement income, and how to avoid them
• How to use qualified accounts to generate predictable and reliable income for life

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION