“A leading educational resource for those nearing retirement”
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Clarence Dillon Public Library
Downstairs Meeting Room
2336 Lamington Rd., Bedminster Twp., NJ 07921
VIEW MAP & DIRECTIONSSpace is limited, so sign up today!
No Charge to Attend!
Attend this live event and learn:
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5 Steps to disarm the tax traps to make the tax laws work for you
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Ways to protect the assets you've spent a lifetime building from excessive taxation
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The most tax-efficient ways to save for retirement
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Ways to grow your money during retirement years
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What the difference is between tax-deferred and tax-free
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Ways to always pay taxes at the lowest rates
“A leading educational resource for those nearing retirement”
—
Based on the best-selling book by America's IRA Expert Ed Slott
Leave with a complete action plan to ensure your 401(k), IRA, and retirement savings aren't depleted by taxes by the time you need to use them.
If you're like most Americans, your most valuable asset is your retirement savings. We diligently put money away for years, yet most of us don't know how to avoid the costly mistakes that can occur when it comes time to use it. A good chunk of your money can be lost needlessly to taxes unless you plan ahead.
That is why we've developed a special live workshop, presented by a local financial professional, that has already helped many people nationwide navigate the retirement tax maze.
Join us for an informational live workshop covering The New Retirement Savings on August 11 from 6:30 PM - 7:30 PM or August 15 from 6:30 PM - 7:30 PM.
COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.
About Ed Slott:
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named "The Best Source for IRA Advice" by The Wall Street Journal, and USA Today wrote, "It would be tough to find anyone who knows more about IRAs than CPA Slott."
Space is limited, so sign up today!
No Charge to Attend!
Frequently Asked Questions
If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.
This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither New Retirement Savings 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
By registering, you agree to our Privacy Policy.
Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities and advisory services are offered through Independent Financial Group, LLC(IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Wealth Financial Partners and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130
Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Wealth Financial Partners, IFG, and Estate Planning 567 are unaffiliated entities.
Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Wealth Financial Partners, IFG, and Estate Planning 567 are unaffiliated entities.
Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA/SIPC. Wealth Financial Partners, WFP Tax Partners, LLC and IFG are unaffiliated entities. Licensed in AZ, CA, CT, FL, GA, KS, OH, NY, NJ, IL, PA, SC, TX and VA
No investment strategy can guarantee a profit or protect against loss. IRAs are not suitable for all investors. Distributions made prior to age 59 1/2 may be subject to a federal income tax penalty. This information is not intended to be a substitute for specific individualized tax or legal advice. Insurance and annuities are products of the insurance industry. Guarantees are subject to the claims-paying ability of the insurance company and surrender charges may apply if money is withdrawn before the end of the contract. Please keep in mind Insurance companies alone determine insurability, and some people, for their own health or lifestyle reasons, are deemed uninsurable. Qualified distributions from Roth IRA accounts are tax and penalty-free if the first Roth contribution was made at least five years before, and if you are at least 59-1/2, are disabled or have deceased. For non-qualified distributions from Roth IRA accounts, earnings are taxable and may be subject to a 10% early withdrawal penalty.
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