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10 IRA & 401(k) Mistakes Workshop Indian River State College

October 28 @ 6:00 pm - 7:00 pm

Free

TOPICS WE’LL COVER INCLUDE:
» How will the new tax reform bill impact your bottom line and retirement nest egg?

» Strategies to help minimize your federal income taxes on your IRA, 401(k) or other investment accounts.

» What you can do now to help you reduce taxes in retirement on distributions from your IRA, 401(k) and Social Security.

» Is a Roth IRA conversion right for you?

» Learn about the IRA tax trap and how to avoid it.

» The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard-earned money!)

» How you can potentially turn even a small IRA into a significant asset for your children or grandchildren.

To Register, click on the www.yoursvp.com link below or 772-334-9592.

Details

Date:
October 28
Time:
6:00 pm - 7:00 pm
Cost:
Free
Website:
https://www.yoursvp.com/33764e8b-b34e-4e29-badf-7f33dc21d573

Organizer

D. Michael Burleigh
Phone:
772-334-9592
Email:
mike@peakcapitalmanagement.net
Website:
peakcapitalmanagement.net

Venue

Indian River State College-Chastain Campus
2400 SE Salerno Rd. Building C Rm 102
Stuart, FL 34997 United States
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