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Retirement Planning is More Complicated Today!
October 24, 2018 @ 6:30 pm - 7:30 pmFREE
Learn the Latest Strategies to Minimize Taxes & Maximize your Life Savings, Income, IRA’s, and Social Security Benefits
- Tax Smart Investing – learn how to structure your investments to help keep more of what you have earned.
- IRA’s / 401(k)’s / Roth IRA’s / Social Security – where to start, when to elect, and how to navigate the confusion.
- Volatility – will you be prepared when the next crash happens? Do you have risk management practices in place?
- Learn how to keep your IRA’s from taxing your Social Security.
- Are you a planner or an investor? Understand the important difference.
- Understand how to keep your Social Security benefits from being over taxed!
Spouses are highly encouraged to attend! Please call to reserve your seat today!
Call (303) 485 – 7509.
- Oliver Asset Management