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THE NEW TAX & FINANCIAL RULES HAVE CHANGED.
 

When closing in on retirement, the right knowledge can help lead to a concrete foundation for a solid retirement. With the right strategy, you open up the possibility to pay less taxes on your income and retain more of what you earned and worked so hard to keep.  

One of the biggest changes effecting retirees, has comes with the implementation of the new Trump Tax Law, which took effect January 1, 2018. This Act has brought some of the most drastic changes the tax code has seen in over 30 years. How might your retirement plan be effected by this new Tax Law? 

With tax-efficiency at the center of today's retirement strategies, staying informed and up-to-date on changes that may affect you and your family is crucial. As one of the most popular vehicles for saving and investing in retirement, Roth IRA's are impacting the way we plan for retirement. They have the potential to save you hundreds, maybe even thousands of dollars over your lifetime. Discover how Roth conversions can better your retirement.


Designed specifically for adults who want to learn ways to help maximize their retirement income. This informational workshop has been designed to provide you with insightful information on today's tax reforms,
how this may impact your retirement and create strategies for tax-efficiency to help you
get more out of YOUR retirement.

NO COST TO ATTEND - SEATING IS LIMITED and RESERVATIONS ARE TAKEN AT A FIRST COME, FIRST SERVE BASIS
THIS WORKSHOP WILL HELP YOU:
  • Discover the truth about Roth Conversions and how they can potentially save you tens of thousands over your lifetime
     
  • How Roth IRA's can potentially reduce your taxes in retirement
     
  • Learn how your retirement income could be affected by the NEW tax legislation 
     
  • Understand RMD's (Required Minimum Distributions) and the possible tax implications of RMD's
     
  • Understand social security benefits and strategies to help reduce taxation
     
  • Determining which account(s) to withdrawal for your retirement income streams
     
  • Discover how to create your own tax-efficient retirement strategy
QUESTIONS? Call us at 866-405-1031
CONTACT US
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866-405-1031  
July 27
The Pride Center


11:00 AM
2040 N Dixie Hwy,
Wilton Manors, FL 33305
July 25
The Pride Center


6:30 PM
2040 N Dixie Hwy,
Wilton Manors, FL 33305

        Presenting at this event:

 

               Andrew Costa
 
 

Registered representative, financial co-author and Kiplinger contributor Andrew Montgomery Costa has worked extensively in the field of financial services, helping retirees and pre-retirees to have greater confidence in the days ahead.

Andrew is a co-host of “The Global Wealth Show,” with episodes on television and radio. Currently, the show airs on local TV station NBC 6, and on financial radio station 610 WIOD, 740 WSBR and iheartradio. He has been seen and quoted in major publications such as The Wall Street Journal, USA Today, and Newsweek and has appeared on major television networks such as CBS, NBC, ABC, and FOX as a recognized professional in the financial services business.


Acting on his strong beliefs of giving back to the community, Andrew devotes time to the Salvation Army, Petset-Humane Society of Broward County, and Kids in Distress.

Andrew and his wife, Liz, have been residents of Fort Lauderdale for more than 25 years. They are proud parents of their two sons, Dylan and Austin. Andrew has a passion for sports, and his hobbies include spending time with the family, golf, boating, and traveling.

NO Risk - NO Obligation - NO Products Offered