To find out how this is possible for some retirees, join us for this informative online session.
Saturday, Feb. 11th, 10am
-or-
Monday, Feb. 13th, Noon & 6pm
Join us as we discuss tax-free and tax-deferred income options for retirees and how to leverage them in your retirement.
What happens to your retirement income if taxes go up?
Current tax laws: how they impact your income
401 (k), IRA, and other retirement accounts
Planning for tax implications
Financial products that may provide tax-free income
Insurance Vs. Investments: how the rules differ
Key factors in choosing a tax-free income strategy
Maximizing your retirement income
Protecting your money while it grows
How to provide tax-free income for your beneficiaries
Eliminating the need for probate
How to add flexibility and tax-free liquidity to your portfolio
How taxes can change your overall retirement picture
Possible ways to enhance your income
Ways to protect and grow your money, tax-free
Can you retire tax-free?
Register now to reserve your spot or call us at (480)-822-7500 to sign up.
This event will be held on Saturday, Feb. 11th at 10am or Monday, Feb. 13th, Noon & 6pm. All registrants will receive an email with instructions on how to attend live.
Get informed and learn your options now.
Main Office:
Plaza Executive Suites at Kierland
6424 E Greenway Pkwy.
Scottsdale, AZ 85254
East Side:
Executive Suites – Chandler
6909 W Ray Rd # 15
Chandler, AZ 85226
West Side:
Lux Offices – Avondale
12725 W Indian School Rd, Ste. E-101
Avondale, AZ 85392
Prescott:
Wingspace Coworking Offices
371 Garden Street, Ste. A
Prescott, AZ 86305
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
