Thursday, January 25th @ 11:30am
1415 Louisiana St
Complimentary lunch will be served
Call 800-900-5867 to make a reservation for you and a guest
-How to minimize taxes and penalties during the retirement planning process.
-Understanding IRA withdrawal penalties and regulations.
-How to withdraw money from your 401(k) or IRA before age 59 1⁄2.
-Using a 72(t) schedule to supplement your retirement income.
-Looking at Rule 415 limits when rolling over your pension lump sum.
-How to put together a tax strategy that can potentially save you the most amount of money.
The Retirement Group is committed to providing a high level of service to individuals as they make the transition from valued employee to transitional employee or retiree. This is done through complimentary workshops, conference calls, newsletters, and personal consultations with our partners; each having an average of 20 years in the retirement industry.
Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor, FSC Securities Corporation are unaffiliated companies. *This is a complimentary service is neither approved nor endorsed by Chevron