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Retirement Seminars

A Timely Learning Seminar for IRA & 401K Owners

Recent Market Volatility May Threaten Your Nest Egg

Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them. It’s like driving down the road without a map (or nowadays, a GPS).

Please join us for a special dinner and retirement planning presentation especially for recent retirees or those retiring soon.

  • DATE & TIME
    January 2025 Dates Coming Soon!
  • Venue
    Jacob & Anthony’s
  • Street Address
    38 High Rock Ave
  • Town & State
    Saratoga Springs, NY
Click to Learn More

Learning how to avoid unnecessary mistakes might be the best investment you can make.

If you own a traditional IRA, SEP, Simple IRA, 401(k), 403(b), 457 or TSP – you don’t want to miss this seminar!

Topics we will cover include:

  • The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard earned money!)
  • How to avoid running out of income during retirement
  • Strategies to help minimize your federal and state income taxes on your IRA / 401(k)
  • Strategies to convert to a Roth IRA or not to convert
  • Strategies to postpone or reduce taking Required Minimum Distributions (RMD) at age 73

This is a casual, interactive atmosphere where dinner is served and questions are encouraged. Our goal is to create more educated investors in a friendly, non-sales environment. We focus on the process and tools that we use to create executable investment strategies that work in a variety of market conditions for our clients.

Join us for an interactive, information-packed event and a nice meal on us!

Add me to the future seminar list