The 10 TAX COMMANDMENTS Workshop at Harding University in Rogers, March 31

901 South 52nd Street,Rogers AR 72758

31 March, 2022

Description

In this Workshop you will Discover Tips on How to Reduce Your Taxes while in or near Retirement. "The 10 TAX COMMANDMENTS Workshop": You will learn how to REDUCE TAXES in or near Retirement! This event is purely educational and nothing will be sold. 1. Taxes - Lower or Higher? Discover tax options your CPA probably hasn't told you existed. 2. Discover the importance of Investor Behavior: Avoid Running Out of Money. 3. Learn Investment options that are Tax Friendly! (and the problem with Mutual Funds) 4. Discover the Major Tax Problem of Required Minimum Distributions. 5. Discover how to AVOID PAYING TAXES on your Social Security! 6. How to Maximize Your 401K, 403B, TSP, IRA & Pension Plan. 7. Using Warren Buffet tax strategies. 8. When to convert to Roth IRA (and how much)....and when to avoid. 9. How to Maximize Different Tax Free Financial Vehicles. 10. Bonus: Advanced Tax Planning Strategies. FREQUENTLY ASKED QUESTIONS: Do I need to bring my Eventbrite ticket? No, we will have your name on the registration list. Can I bring a friend? Yes, but please email us to make sure the room is still available. Is there a cost to attend? No. Do I need to bring anything? No - you will be given handouts, pen, and paper. Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure. Investment advice is offered by Guardian Financial, Inc. a Registered Investment Advisor. Insurance and Annuities are offered separately through Guardian Financial Advisors and Associates, LLC.