Please Come Join Us This Wednesday!
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San Ramon Roundhouse Conference Center
<h2> <b>Tioga Boardroom</b></h2>
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 ½.
- 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.
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<p dir="ltr" style="line-height:1.38;margin-top:14pt;margin-bottom:14pt;">This material was prepared by Broadridge Investor Communication Solutions, Inc., and does not necessarily represent the views of The Retirement Group or FSC Financial Corp. This information should not be construed as investment advice. Neither the named Representatives nor Broker/Dealer gives tax </p>
or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. The publisher is not engaged in rendering legal, accounting or other professional services. If other expert assistance is needed, the reader is advised to engage the services of a competent professional. Please consult your Financial Advisor for further information or call 800-900-5867.
The Retirement Group is not affiliated with nor endorsed by fidelity.com, netbenefits.fidelity.com, hewitt.com, resources.hewitt.com, access.att.com, ING Retirement, AT&T, Qwest, Chevron, Hughes, Northrop Grumman, Raytheon, ExxonMobil, Glaxosmithkline, Merck, Pfizer, Verizon, Bank of America, Alcatel-Lucent or by your employer. We are an independent financial advisory group that specializes in transition planning and lump sum distribution. Please call our office at 800-900-5867 if you have additional questions or need help in the retirement planning process.
The Retirement Group is a Registered Investment Advisor not affiliated with FSC Securities and may be reached at www.theretirementgroup.com.
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