Election Year Considerations

We are in one of the most controversial election years in modern history and that brings unique challenges for retirees. Both parties are proposing polarizing policies that may impact your retirement and the future of our tax system.

JOIN US FOR A COMPLIMENTARY MEAL AND EDUCATIONAL EVENT THAT WILL HELP  YOU IDENTIFY THE KEY ISSUES AFFECTING RETIREES:

• IRA’s and taxes-potential changes to retirement account taxation
• Income and Market Volatility-strategies to safeguard your investments
• Record Inflation-adjusting your financial strategy to beat inflation
• Interest Rates- capitalizing on the highest rates in decades       

Come learn sound investment and tax-efficient strategies that help mitigate taxes over your lifetime!