Loading Events

FORT MYERS: Tax-Smart Retirement

Location:

Crown Plaza

13051 Bell Tower Dr
Fort Myers, FL 33907 United States

Directions

Date:

November 7, 2018

Time:

5:30 PM - 8:00 PM

Are you aware that taxes may be your biggest retirement risk?
Register for this Special Presentation to learn about Tax-Smart Strategies – instead of paying the IRS!

Are you paying too much in taxes? Please enjoy this once-in-a-lifetime opportunity to attend a presentation by renowned author and actuary Martin Ruby. During a special stop on his national book tour, he will reveal how little-known strategies for tax reduction today can potentially save you hundreds of thousands of dollars in retirement. Actuaries are not product salesmen, they are risk mitigators. Marty will explore these topics with you:
• Specific strategies that help create TAX-FREE income in retirement from your current 401(k)/403(b)/IRA or non-IRA money.
• Learn ways to help protect your assets from being depleted by long-term care and healthcare costs.
• Ways to lessen your future tax burden of RMDs (required at age 70½) now!
• How you can benefit from recent tax legislation to help reduce your taxes.
• Learn to take advantage now of a 3-7 year tax window.
• How to transfer assets and leave a tax-efficient legacy.

To register for the date, time, and location most convenient for you,
please click here to visit this site for more information: TaxNoMore.info

Register Online

or Call Us at 866-794-7223

  • This field is for validation purposes and should be left unchanged.