* This is a past event
Retirement Tax Strategies June 25 Workshop
Perry's Steakhouse & Grille- Katy
23501 Cinco Ranch Blvd, Suite Q100, Katy, Texas, United States, 77494
Strategies To Help Reduce Income and Estate Tax on Your IRA, 401(k) And Pension To Help Boost Your Retirement Income Tax-Advantaged and Tax-Saving Strategies Used By Successful and Affluent Families
Please join us June 25, 2024 at Perry's Steakhouse in Katy to learn more about how we can assist with your Retirement plans.
Presentation starts at 11 am, please arrive a little early for complimentary valet parking and find your seat.
DISCUSSION HIGHLIGHTS INCLUDE:
• Retirement Income Analysis: the 2 biggest reasons you may only be getting half the income you could be. What
are they and when do you want to fix it?
• How you can benefit from the recent tax legislation — Are you benefiting, or is it life as usual?
• How the right investment/tax choices today might save you hundreds of thousands of dollars in retirement. Can
you actually retire tax free? Only you can decide with proper advice.