10 IRA & 401K Mistakes Webinar

And What You Can Do to Avoid Them

Most people know that qualified retirement accounts like 401(k)s and IRAs offer tax advantages that make them great tools for saving for retirement. What many don’t realize is that the manner in which you take withdrawals from these types of accounts during retirement, can have a big impact on your tax liability.

Withdraw money from the right account, at the right time, and you could minimize your tax liability. However, if you withdraw from the wrong account at the wrong time, it could result in a greater tax burden.

If you’re wondering what you should do with your 401(k) or IRA after you’ve stopped working, make sure to register for our upcoming webinar where we will cover:

● How to maximize the tax advantages of your qualified accounts
● Strategies that can help to minimize your tax liability
● The best ways to withdraw money from your qualified accounts

Enter your information in the form to register.

Event Registration

If you have any questions or would like to schedule a 15-min complimentary call, please call us at (772) 334-9592, or click here to submit your question or comment.

Secure Document Upload

  • Max. file size: 64 MB.