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We are a fiduciary firm!

(818) 887-6443

[email protected]

20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

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10 IRA and 401(k) Mistakes – Live Webinar

February 9, 2022 @ 6:30 pm - 7:30 pm

10 IRA & 401K Mistakes – Live Webinar

Learn how to avoid the critical mistakes that 80% of IRA owners make!

Discover from Anthony A. Saccaro, ChFC, Esq., some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today:

  • How the current administration may impact your retirement income
  • How to use your IRA for tax-inefficient investments
  • How the SECURE Act 10 Year Rule will impact your IRA
  • Actions you should take now to turn crisis into opportunity
  • When to keep volatile assets outside of tax-exempt accounts
  • The secret to converting your retirement account into tax free income
  • IRA/401(k) rollover rules that can cause immediate taxation
  • How to have a plan that gives you guaranteed income for life
  • How to help avoid IRA and 401(k) tax traps
  • AND MORE!

Registration is NO COST for this breakthrough ONLINE event! Click HERE to register.

Details

Date:
February 9, 2022
Time:
6:30 pm - 7:30 pm

Organizer

Providence Financial and Insurance Services, Inc.
Phone
818.887.6443
Email
info@providencefinancialinc.com
View Organizer Website

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