Preparing for a Tax-Free Retirement with Juvonen Insurance and Financial Services
What every taxpayer needs to know about saving for the future
*Free copy of the bestselling and must-read book, “Tax-Free Retirement” for attending.*
While recent high inflation, rising interest rates and stock market gyrations make headlines these days and are of concern to many, one of the most significant impediments to building and distributing wealth goes mostly unnoticed. With a rapidly ballooning national debt and numerous proposed changes to the income tax code lurking quietly behind the scenes, there’s never been a more important time to learn about sound tax planning strategies that can help you avoid common savings mistakes and potentially save you thousands of dollars in unnecessary taxes in the future. Get started now and thank yourself later!
Learn about:
- Key risks to building wealth
- Types of savings plans and how they work
- Individual vs workplace plans pros and cons
- Strategies to reduce income taxes in retirement
- If you should convert your IRA to a Roth IRA
- How to create a potentially Tax-Free future cash flow
Register here. The day before the meeting, you will get an e-mail asking if you would like to attend lunch in person or virtually:
You are invited to a Zoom meeting.
When: Oct 11, 2022 12:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZIuf-mqqDoiE9OHF0QbqLxcSTkm2fy2FE9o
After registering, you will receive a confirmation email containing information about joining the meeting.
Tuesday Oct 11, 2022
12:00 PM - 1:00 PM PDT
Virtual or in person
Register on zoom, and then we will reach out to see if you would prefer to join us in person in Ventura.