Events

If  you are interested in attending and you do not see a link to register, please contact our office at 336-593-3131.

9/3/2019

Special Event for IRA/401k Holders

6:15 pm

Chop House at Mendanhall

+ Event Details

9/3/2019

Special Event for IRA/401k Holders

Topics Covered:

• 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.

• The common mistakes you can make when doing an IRA rollover before or after retirement.

• 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.


Click Here to Register.

6:15 pm

Chop House at Mendanhall

9/10/2019

Special Event for IRA/401k Holders

6:15 pm

To Be Determined

+ Event Details

9/10/2019

Special Event for IRA/401k Holders

 

Topics Covered:

• 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.

• The common mistakes you can make when doing an IRA rollover before or after retirement.

• 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.

6:15 pm

To Be Determined

9/12/2019

Special Event for IRA/401k Holders

6:15 pm

To Be Determined

+ Event Details

9/12/2019

Special Event for IRA/401k Holders

 

Topics Covered:
• 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.
• The common mistakes you can make when doing an IRA rollover before or after retirement.
• 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.

6:15 pm

To Be Determined