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SUMMARY:Thriving in Retirement: 10 Mistakes to Avoid - Webinar - Anthony A. Saccaro\, ChFC\, Esq.
DESCRIPTION:Why this Webinar is a Must-Attend: \nAvoid Costly Penalties and Taxes: Stay informed on recent RMD changes with our guidance to avoid penalties and tax issues\, protecting your retirement savings.\n\nStay Current with Evolving Regulations: Learn about the latest changes in regulations and rules affecting your retirement accounts to ensure you’re making the most informed decisions.\n\nReceive Expert Insights and Personalized Advice: Benefit from advice directly from financial experts\, who can provide clarity on complex topics and answer your specific questions for better financial planning. \nTopics covered:  \n\n\nNot Knowing How the New “SECURE ACTS” will impact your retirement accounts.\n\n\nMissing a Required Minimum Distribution\n\n\nNot properly designating beneficiaries\n\n\nNot knowing the IRA/401(k) rollover rules that could cause immediate taxation\n\n\nNot understanding how the Federal Reserve impacts Interest & Dividends\n\n\nNo knowing the secret to converting your retirement account to TAX-FREE INCOME\n\n\nIgnoring the “I” in “TR = I + G”\n\n\nNot moving 401(k)\, 403(b)\, and TSP plans to more flexible IRAs\n\n\nHaving too many retirement accounts\n\n\nNot exploring your options and possibilities\n\n\nThis webinar will be taught by Anthony A. Saccaro\, ChFC\, Esq. Attendance is FREE but registration is required. Call us at (818) 887-6443 to request the sign-up link.
URL:https://providencefinancialinc.com/event/thriving-in-retirement-10-mistakes-to-avoid-webinar/
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