Complimentary Lunch Workshop for *Kaiser Permanente employees

OAKLAND, Calif. - Aug. 19, 2016 - PRLog -- Thursday,Sept.29th,2016 12:00pm Ozumo Restaurant 2251 Broadway Oakland, CA 94612.Complimentary lunch will be served. Call 800-900-5867 to reserve a seat for you and a guest!

Topics Include:

 How to minimize taxes and penalties during the retirement planning process.

 Understanding IRA withdrawal penalties and regulations.

 How to withdraw money from your 401 (k) or IRA before age 59 ½.

 Using a 72(t) schedule to supplement your retirement income.

 Looking at Rule 415 limits when rolling over your pension lump sum.

 How to put together a tax strategy that can potentially save you the most amount of money.

Visit us on the web at theretirementgroup.com

The Retirement Group is committed to providing a high level of service to individuals as they make the transition from valued employee to transitional employee or retiree. This is done through complimentary workshops, conference calls, newsletters, and personal consultations with our partners; each having an average of 20 years in the retirement industry.

New York • Philadelphia • Washington DC • Boston • Tampa• St Louis Houston • San Antonio • Dallas • Chicago • San Francisco • Los Angeles

Securities offered through FSC Securities Corporation, member FINRA/ SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor, FSC Securities Corporation are unaffiliated companies. Office of Supervisory Jurisdiction: 10675 Sorrento Valley Rd #100, San Diego CA 92121 *This is a complimentary service is neither approved nor endorsed by *Kaiser Permanente.