FREE Financial Consultation!
(818) 887-6443

info@providencefinancialinc.com

20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

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IRA Seminar

July 11 @ 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
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
Website:
www.providencefinancialinc.com

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Past Events


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+ Google Map

Required Minimum Distribution Seminar

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Find out more »
Agoura Hills Recreation Center, 29900 Ladyface Court
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+ Google Map

Required Minimum Distribution Seminar

If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required Minimum Distributions (RMD’s). Suddenly, a portion of your tax-deferred savings will be taxable again and the impact on your portfolio could be significant if you’re […]

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+ Google Map

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If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required Minimum Distributions (RMD’s). Suddenly, a portion of your tax-deferred savings will be taxable again and the impact on your portfolio could be significant if you’re […]

Find out more »
Northridge Public Library, 9051 Darby Avenue
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+ Google Map

Social Security Seminar

This seminar will answer questions such as: - when do I have to take my Social Security? - is it better to wait to collect Social Security until later in life? - how much tax liability will it create? - what Social Security benefits are available to married couples? The seminar is FREE to the […]

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+ Google Map

Social Security Seminar

2019 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out […]

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Woodland Hills Public Library, 22200 Ventura Blvd.
Woodland Hills, CA 91364 United States
+ Google Map

Social Security Seminar

2019 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out […]

Find out more »
Agoura Hills Recreation Center, 29900 Ladyface Court
Agoura Hills, CA 91301 United States
+ Google Map

IRA Seminar

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 […]

Find out more »
Buena Vista Public Library, 300 N. Buena Vista St.
Burbank, CA 91501 United States
+ Google Map

Social Security Seminar

2019 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out […]

Find out more »
Agoura Hills Recreation Center, 29900 Ladyface Court
Agoura Hills, CA 91301 United States
+ Google Map

IRA Seminar

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 […]

Find out more »
Buena Vista Public Library, 300 N. Buena Vista St.
Burbank, CA 91501 United States
+ Google Map