Register for our event!
October 28th or 29th
at 6:00 PM
111 Market St NE
Olympia, WA 98501
JOIN US
RETIREMENT BUZZWORDS EXPLAINED:
- Roth IRAs & Roth Conversions
- Required Minimum Distributions (RMDs)
- Strategies to Reduce Taxes in Retirement
- Understanding the New Tax Law & How It May Affect You
- IRMAA (Medicare Premium Surcharges) – What You Need to Know
- Protecting Your Retirement During Market Downturns
- Coordinating Social Security with Your Tax Strategy
ROTH • RMDs • IRMAA • NEW TAX LAW
This event is for first-time
attendees age 54 and older.
Could Up to 97% of Your Retirement Assets Become Tax-Free?
Retirement Resource Center LLC | All Rights Reserved. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Retirement Resource Center acts in a consultation role solely and is not licensed to sell and or market insurances and or securities. Retirement Resource Center, Mr. Zavala, and Mr. Walker are not affiliated with or endorsed by the Social Security Administration or any government agency including the department of insurance and or the licensing of such. A licensed insurance broker may provide insurance services, and not be affiliated with Retirement Resource Center. This content is for informational purposes only and should not be used to make any financial decisions.
Discover how strategic Roth conversions may help reduce future taxes, lower Required Minimum Distributions and create more tax-efficient retirement income.