STRATEGIES TO HELP SAFEGUARD YOUR MONEY, REDUCE RISKS, AND MINIMIZE TAXES IN 2025

Important topics we will discuss:

• Learn how to smartly pass your IRA and 401(k) to future generations and potentially lower the tax burden.

• How you can eliminate taking Required Minimum Distributions (RMD) at age 73.

• The ROTH IRA: How to smartly convert dollars to this tax-free account.

• What a Trump Administration may mean for the stock market. Where to invest now!

• Learn strategies that can potentially help protect your standard of living with safe and growth oriented options.

A complimentary meal will be served directly after the presentation.

RSVP:

Please call 800.898.3572 or visit RSVP.org/478125

RSVP Code 478125

Once you have reserved your spot, one of our team members will reach out to you to get your meal selection for dinner.