TAKE BACK CONTROL OF YOUR RETIREMENT

Managing Your Money and Retirement Investments in these Turbulent Times. The Impact that COVID-19 may have on Your Taxes, Life Savings and Lifestyle

If you’re Retired or planning to Retire in the coming years, we cordially invite you to attend this complimentary dinner presentation.

We will discuss:

• CORONAVIRUS & THE ECONOMY: Learn how your retirement assets and legacy could be at risk.

• SOCIAL SECURITY: Will Social Security be there for me? How can I maximize my benefits?

• THE SECURE ACT: New 2020 tax legislation could turn your IRA into a tax burden for your beneficiaries. Learn important mistakes you should avoid.

• TAX-EFFICIENT STRATEGIES: How to get to the 0% tax bracket and transform your retirement.

• IRA WITHDRAWALS: How withdrawals from IRAs could cause you to lose up to one-third of your Social Security.

• RETIREMENT INCOME: Will you have enough? Learn strategies to help generate guaranteed income for life.