Retirement Income/Tax Planning
Workshop

Retirement Income/Tax Planning Workshop

THIS WORKSHOP IS DESIGNED FOR BABY BOOMERS, RETIREES & BUSINESS OWNERS WHO DESIRE TO LEARN RETIREMENT INCOME PLANNING & TAX-SAVING STRATEGIES FOR RETIREMENT

Dates for Upcoming Workshops:

  • Tuesday, January 15, 2019 – Moorestown Community House, 16 E Main Street, Moorestown, NJ 08057 – 6:30 pm – 8:00 pm

Attendees will learn the following:

  • How to minimize taxes so you can enjoy more of your money
  • Distribution order and asset location strategies
  • How are different types of retirement accounts taxed
  • The potential benefits of Roth IRA conversions
  • How indirect and direct rollovers work
  • Required Minimum Distribution (RMD) and Account aggregation rules
  • The benefits of an Inherited (Beneficiary) IRA
  • What happens to my Retirement Accounts when I pass away
  • The benefit of an IRA Trust for your Estate Plan
  • How to coordinate your IRA planning with your overall retirement, Social Security, Medicare & Estate Planning

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, HI, NC, NJ, NY, PA, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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