Broker Check
18 April
Taxes in Retirement (click here for more details)

Description

Are You Prepared? 

Register here:

https://fairwaterworkshops.com/seminar/taxes-in-retirement-virtual-seminar-for-locals-in-jacksonville-fl/ 

What Liberty Advisory Group will be discussing….. 

  • How this current economy may affect your retirement.
  • New rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.
  • Strategies to help maximize your Social Security.
  • Insights on preserving your retirement plan.
  • The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed.
  • Key questions you should ask any financial advisor.

 Who Should Attend?

  • Individuals and couples looking for guidance given our current economic crisis.
  • Those concerned about our financial markets and future tax liabilities.
  • Individuals and couples between the ages of 56 and 73.
  • Investors looking for new perspectives or ideas.
  • Those that are looking for a comprehensive retirement plan to help reach your goals.

Why Now?

  • Global market instability.
  • Structuring your retirement plan may require different strategies.
  • Recent research indicates a different approach to retirement planning could be beneficial.
  • Given the options, you may have, getting the advice of a fiduciary may be valuable.

Date and Time

Sat, Apr 18, 2020

10:30a - 11:30a EST

Location

Zoom Telecommunication Live Workshop

Ponte Vedra Beach , FL 32082
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PT1H

Event Registration