Please join us for our upcoming FREE no-obligation “Walk-In Seminar.” We'll be answering some of your most pressing questions regarding preparing for retirement.
Barbara Magor Deel, CFP®, CFF®, ChFC, MBA
Geoffrey Kasher CFF® Financial Advisor
Taxes are likely to be your biggest expense when you retire and the majority of retirees have saved for retirement using pre-tax dollars. SECURE Act 2.0 made significant change to many aspects of the US retirement landscape. The Act includes many provisions affecting required minimum distributions (RMD), contribution limits to qualified plans as well as exceptions to the federal income tax penalties.
Whether you have recently filed your 2022 taxes or you’re on extension, there are critical considerations for you to consider to minimize your tax bite in retirement. Sign up to reserve your free no-obligation attendance at our seminar at the Wellington Community Center on May 2nd either 12 pm or 530 pm. Visit our website www.americaninvestmentplanners.com for more information.
Feel free to invite your friends and loved ones. RSVP today to save your seat.
Date and Time
Tue, May 02, 2023
5:30p - 7:30p EST
Village of Wellington Community Center
Lakeview West Suite