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Required Minimum Distribution Seminar
Agoura Hills Recreation Center 29900 Ladyface Court, Agoura Hills, CA, United StatesIf 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 […]
Required Minimum Distribution Seminar
Agoura Hills Recreation Center 29900 Ladyface Court, Agoura Hills, CA, United StatesIf 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 […]
Required Minimum Distribution Seminar
Northridge Public Library 9051 Darby Avenue, Nothridge, CA, United StatesIf 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 […]
Required Minimum Distribution Seminar
Northridge Public Library 9051 Darby Avenue, Nothridge, CA, United StatesIf 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 […]
Social Security Seminar
Woodland Hills Public Library 22200 Ventura Blvd., Woodland Hills, CA, United StatesThis 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 […]
Social Security Seminar
Woodland Hills Public Library 22200 Ventura Blvd., Woodland Hills, CA, United States2019 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 […]
Social Security Seminar
Agoura Hills Recreation Center 29900 Ladyface Court, Agoura Hills, CA, United States2019 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 […]
IRA Seminar
Buena Vista Public Library 300 N. Buena Vista St., Burbank, CA, United StatesMany 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 […]
Social Security Seminar
Agoura Hills Recreation Center 29900 Ladyface Court, Agoura Hills, CA, United States2019 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 […]
IRA Seminar
Buena Vista Public Library 300 N. Buena Vista St., Burbank, CA, United StatesMany 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 […]
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