Thursday, February 1st, 2018
Lunch will be served at 12:00pm
University of Phoenix Oakland
2100 Franklin St.
Oakland, CA 94612
Call 800-900-5867 to reserve a seat 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.
Visit us on the web at theretirementgroup.com
Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor, FSC Securities Corporatio are unaffiliated companies. Office of Supervisory Jurisdiction: 10675 Sorrento Valley Rd #100, San Diego CA 92121
*This is a complimentary service is neither approved nor endorsed by *Kaiser Permanente . University of Phoenix is a trade name and registered trademark of the Apollo Education Group, Inc. Any use by Licensee to identify the event location is not intended to imply affiliation with, sponsorship or endorsement of the event by The University of Phoenix, Inc or Apollo Education Group, Inc.