Many people contribute to their IRA’s 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. It’s like driving down the road to retirement without a map ( or noadays, a GPS). Please join Dave Eissman, CHFC 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 – if you know what you’re looking for.

Event Highlights:

• Tax Planning – With major tax changes, how can you position your assets now the most tax efficient income during retirement?
• Income Securities – What investment planning methods will help you increase your cash flow?
• Social Security – How can you maximize your Social Security benefits and protect your spouse?
• Longevity Risks – How will rising medical expenses and extended care costs affect your finances?
• How avoid losing up to 50% of your IRA to federal and state income taxes?
• If you recently converted to a Roth IRA ( or thinking about it) what’s next? Find out why not having a plan in place could end up being a costly mistake.
• How avoid running our of income during retirement.

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.

Date, Times & Location:

Thursday
February 15th 2018
7:00 p.m.

Chattahoochee Technical College
Building D , Room 402
5198 Ross Road • Acworth, GA 30101

SEATING IS LIMITED!

Register by phone at: (844) 350-8695 (Toll Free, 24 hours)
Or online at: www.yoursvp.com and enter code SABSUG