When: Tuesday, April 9, 2024 Time: 11:00 AM to 12:00 PM Venue: Charlie Ferguson Community Center Address: 1398 Reinhardt College Pkwy, Canton, GA 30114 Speaker: Gregory Scott Phelps
During this seminar, we'll cover the following:
The 2024 tax changes and how these could alter your retirement plan
The Secure Act 2.0 and what the new legislation means for you
Ways to potentially protect yourself against volatile market conditions
The changing rules for a retiring generation of baby boomers
How loss deductions may affect your taxes in retirement
Common misconceptions about taxes in retirement
Possible tools and strategies available to retirees to help develop a retirement tax strategy
A basic overview of the tax rules as they apply today
Strategies to help protect yourself against the taxation of your Social Security income
How rising taxes may affect your retirement cash flow
*This event is designed for Accredited Investors.
Advisory Services offered through Griffith & Werner, Inc., a Registered Investment Advisor.
When: Wednesday, April 10, 2024 Time: 11:00 AM to 12:00 PM Venue: Charlie Ferguson Community Center Address: 1398 Reinhardt College Pkwy, Canton, GA 30114 Speaker: Gregory Scott Phelps
During this seminar, we'll cover the following:
The 2024 tax changes and how these could alter your retirement plan
The Secure Act 2.0 and what the new legislation means for you
Ways to potentially protect yourself against volatile market conditions
The changing rules for a retiring generation of baby boomers
How loss deductions may affect your taxes in retirement
Common misconceptions about taxes in retirement
Possible tools and strategies available to retirees to help develop a retirement tax strategy
A basic overview of the tax rules as they apply today
Strategies to help protect yourself against the taxation of your Social Security income
How rising taxes may affect your retirement cash flow
*This event is designed for Accredited Investors.
Advisory Services offered through Griffith & Werner, Inc., a Registered Investment Advisor.