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A Timely Educational Event for IRA and 401(K) Owners


701 S Main St
Georgetown, TX 78626 United States



April 23


6:00 pm - 8:00 pm

Do You Know The 3 Keys To A Successful Retirement And Investment Plan?

Many people contribute to their IRAs, 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 nowadays, a GPS).
Please join local IRA specialists for an educational program especially for retirees or those retiring soon. They will explain (in plain English) the latest IRA rules and tax saving strategies, along with common costly mistakes that are easily avoided – if you know what you’re looking for.

Topics that are commonly discussed include:

• Why the common wisdom on when to take social security is wrong.

• How to avoid running out of income during retirement.

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

• 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.

Register For This Event

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