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(818) 887-6443

[email protected]

20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

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IRA Seminar

July 11, 2019 @ 2:00 pm - 3:30 pm

Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until it’s too late. Please join Anthony Saccaro, ChFC, J.D., Esq., for a presentation especially for retirees or those retiring soon. You will learn specific strategies designed to minimize the tax impact of IRA or 401(k) distributions, and how to hold on to more of your hard-earned money for yourself – and your beneficiaries.

Common Topics:

  • The US debt is $20 trillion and climbing. Find out what the government isn’t telling you about your IRA and 401k.
  • With major tax changes, how can you position your assets now for the most tax efficient income during retirement?
  • How to avoid losing up to 50% of your IRA to the IRS!
  • The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard-earned money!)
  • How can you increase your income now?
  • If you recently converted to a Roth IRA (or you’re thinking about it) what’s next? Find out why not having a plan in place could end up being a costly mistake.

The seminar is FREE to the public but seating is limited. Call us today at (833) 387-1188 to reserve your space or RSVP online at www.yoursvp.org (enter code TETSAB).

Details

Date:
July 11, 2019
Time:
2:00 pm - 3:30 pm

Venue

Buena Vista Public Library
300 N. Buena Vista St.
Burbank, CA 91501 United States

Organizer

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

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