Register for our event!
May 12th or 14th
at 6:30 PM
3900 Mission Inn Ave.
Riverside, CA 92501
JOIN US
TAX-SMART RETIREMENT STRATEGIES
WHO DOESN'T WANT TO MINIMIZE THEIR TAX LIABILITY?
"• Tax Planner vs. Tax Preparer - Tax preparers look back, tax planners look forward.
• How much of your Social Security is taxable?
• What are the advantages of a Roth Conversion?
• The benefits of “Tax Savvy” Asset Allocation.
• Ways to help protect yourself from a potential “Tax Storm.”
• What is tax diversification?
• Discover the biggest threat to your retirement and what you can do about it.
• Discover why all retirement accounts are an IOU to the IRS.
• Ways to mitigate and eliminate taxes on your retirement accounts.
• Are you prepared for all “4 seasons of taxation” in retirement?
• When will the sale on taxes end and how can you take advantage of the sale now?
This is a free educational workshop. Miles Financial Group is an independent financial services firm. Investment advisory services offered through Triad Wealth Partners, an SEC-registered investment adviser. Neither Miles Financial Group nor Triad Wealth Partners provides tax or legal advice. This program is not affiliated with the federal government.