Focus Group for Retirement Research Project

2255 Glades Road, third floor near Butts and Glades, Boca Raton FL

Description

The next Focus Group will be Wednesday, March 9th from 2:00 to 3:00 pm. 2255 Glades Road, Suite 324A Do to recent Tax Law Changes Regarding Retirement Accounts, we are looking for qualified individuals to show a unique Roth Conversion Strategy. For this project to qualify; you must have at least $250,000 in Retirement Savings, between the ages of 55 to 75. To participate you will need to bring in a valid ID, and a recent statement showing at least $250,000 in Retirement Savings. This can be in an IRA, 401(k), 403(b), TSP, 457, annuity, Bank CD, just bring a recent statement and ID for verification. If you are married, please bring your spouse, you will both get the $50. Besides being compensated for your time, you will see the easiest and most cost effective way to save hundreds of thousands in Taxes and possible saver taxes on Social Security and save on Medicare costs. Because of the limited space, we will confirm by text and email your attendance.