 Complimentary Dinner Workshop- Thursday Feb 21,2019Andiamo Restaurant 1275 Shaw Ave Clovis, CA 93612 Complimentary dinner will be served Call 800-900-5867 to make a reservation 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. -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. New York • Philadelphia • Washington DC • Boston Houston • San Antonio • Dallas • Chicago • St Louis • San Francisco • Los Angeles Corporate Office:5414 Oberlin Drive STE 220, San Diego CA 92121 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 and AT&T are unaffiliated companies. *This complimentary service is neither approved nor endorsed by AT&T or Kaiser Permanente Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Fees are incurred when assets are under management of advisors affiliated with The Retirement Group. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Accessing retirement funds through 72(t) programs are complicated and are not appropriate for all investors. Visit us on the web at : http://theretirementgroup.com End
|
|
Account Phone Number