Voorhees Town Center • Voorhees, NJ

Lunch + Learn

Wednesday, August 19th

at 11:30 AM

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12106 Town Center Blvd., Voorhees Township, NJ 08043

JOIN US FOR AN INSIGHTFUL
LUNCH AND CONVERSATION ON :

• The Stock Markets/Interest Rates

• Income Planning Strategies in Retirement

• Trump Accounts/IRAs/Roth IRAs and Roth Conversions

• Taxable vs Tax-Deferred vs Tax-Free

• The Silent Retirement Drag – IRMAA

• Taxes – Taxes – and Higher Taxes Down the Road

• How to Lower or Eliminate Taxes on your Social Security

• Federal Tax Return (1040) Analysis and Looking for Tax Prep Mistakes