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Online ONLY ** IRA & 401k Mistakes Webinar
May 19, 2022 @ 6:00 pm - 7:00 pm
Learn how you can help AVOID the most common IRA and 401(k) tax traps and pitfalls!
If you run afoul of some of the IRS rules, the penalties can be quite stiff — all the way up to a disqualification and taxation of your entire retirement account.
It’s crucial to be familiar with the ins and outs of your retirement account, or your mistakes could be costly.
If you’re an IRA or 401(k) owner, you’ll want to know how to help avoid these mistakes that up to 80% of retirees make:
✔ Failing to first take required minimum distributions
✔ Being unaware of the SECURE Act 10-Year rule and how it will impact your IRA
✔ Unfamiliarity of IRA/401(k) rollover rules and restrictions that could cause immediate taxation
✔ Exceeding your IRA contribution limits
✔ Overpaying fees and loans on IRAs, 401(k) and other retirement accounts
✔ Not knowing the secret to converting your retirement account into tax free income
✔ Misunderstanding your self-directed IRA prohibited investments
✔ Not moving 401(k), 403(b) and tsp plans to more flexible IRAs
✔ Being unknowledgable in your IRA prohibited transations
✔ Not getting a second opinion and having an Insurance PLAN that can possibly give you guaranteed income for life!
These are just a few important points covered in this brand-new and ONLINE presentation.
Note: This is a 40-minute online presentation that is packed with the facts you need to know about your IRA taxes, fees and penalties that can directly impact your retirement and will be shocking to learn for many. One of the most frequent questions we hear from attendees is: “What else is there to learn about my IRA?”
We are happy to help and that is WHY we are here…
If there are significant savings you have diligently built over the years, don’t miss this educational event to learn the facts you need to help prevent yourself from retirement ruin.
Join us for this important NO COST web-based presentation hosted by retirement specialists and get all of your questions answered.
📅 When: Thursday, May19th at 6:00 PM CDT
📌 Where: This is an online presentation. Join us from the comfort of your home, view on your computer or phone!
Click the Sign Up button below to reserve your spot NOW for this one-time complimentary online presentation.