Date:
August 3, 2021
Time:
6:30 pm - 8:30 pm
Tax Alert 2021:
The Key to Retiring in Today’s Economy
The Key to Retiring in Today’s Economy
How to lower and even eliminate taxes in retirement. Get the answers to help manage your tax liabilities with a new administration.
- Taxes in Retirement: The tax implications of a new president and why you should act now.
- Required Minimum Distributions: How to develop an efficient distribution plan, that could save thousands in future taxes.
- Investing in 2021: Tops on investing and measuring volatility this coming year.
- Retirement Income: How to create a sustainable retirement income plan that includes replacing a spouse’s lost income.
- Rising Healthcare Cost: Prepare for the high cost associated with Long-Term Care. How longevity can affect finances.
- Social Security: When is the right time to start taking Social Security without potentially missing out on tens of thousands in benefits.
- Mitigating Risk: The BIG mistake most Americans are making with their retirement accounts… Are you one of them?
Reserve your seat TODAY by calling the office at 504-832-9200. Spouses encouraged to attend. Don’t forget to invite your friends!
Tuesday, August 3rd @ 6:30 PM
Where: Keith Young’s Steakhouse
165 LA-21, Madisonville, LA 70447
***This is not a sales presentation. We hold these speaking events as an introduction to our firm and to provide sound financial guidance.***
We have limited seating, so call today to reserve your seat! 504-832-9200