EVENTS

What you Need to Know About Your IRA

Learning how to avoid unnecessary mistakes might be the best investment you can make.
Many people contribute to their IRAs, 401(k)s, and other qualified retirement plans for years without fullyunderstanding the rules, tax implications and options that are available to them – until it’s too late.It’slike driving down the road to retirement without a map (or nowadays, a GPS).

Please join Dave Eissman for a presentation especially for retirees or those retiring soon. He will explain (in plain English) important IRA rules and tax saving strategies, along with common costly mistakes that are easily avoided – ifyou know what you’re looking for.

Topics we’ll cover include:
• How to avoid running out of income during retirement.

• How to avoid losing up to 50% of your IRA to federal and state income taxes!

• The biggest mistake you can make when doing an IRA rollover at retirement.

• If you recently converted to a Roth IRA (or you’re thinking about it) what’s next?

• Find out why not having a plan in place could end up being a costly mistake.

• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 70½.

• 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 HUGE asset for your children or grandchildren.

If you own a traditional IRA, SEP, Simple IRA, 401(k), 403(b) or 457, you owe it to yourself – and your family – to attend this program.

Thursday, September 28 or Tuesday,  October 3, 7:00 pm

Chattahoochee Technical College, (Paulding Campus – Building B, Room 206)

400 Nathan Dean Blvd • Dallas, GA 30132
Reservations are required. Seating is limited and fills quickly.
Call our 24-hour reservation line at: (844) 308-4860 (Toll Free, 24 hours)
Register online at: www.youRSVP.com and enter code: QUHGEL