Learn how to avoid the critical mistakes that 80% of IRA owners make!

Discover some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today.

Overall, a 401(k) rollover can offer numerous benefits in terms of investment flexibility, cost savings, control, and estate planning opportunities, making it a valuable strategy for managing your retirement savings effectively. We believe this event may provide valuable insights and strategies that could help you protect your hard-earned investments.

Please Join us for this complimentary informational seminar. We will share insights on your IRA, investment vehicles, fees, and penalties – and what it all means for your retirement. Seating is limited, so sign up today!

Did you know?

• The average 401(k) plan participant pays fees totaling between 0.2% and 5% of their account balance annually

• Inflation can lower the value of your savings from year to year

• IRA rollovers enable retirees to maintain tax-advantaged growth potential over the long term

• A shocking 21% of Americans have prematurely cashed out their 401(k) plans when changing jobs

• Approximately 35% of workers have left at least one retirement account with a former employer

We will be discussing:

• How the current administration may impact your retirement income

• Actions you should take now to turn crisis into opportunity

• How to secure your IRA

• The new IRA/401(k) rollover rules that can cause immediate taxation

• Opportunity for 401(k) rollovers to consolidate retirement savings and simplify financial management

With the right information and guidance, individuals can take control of their retirement future. By exploring 401(k) rollover options, retirees can optimize their savings and pursue a more secure financial future. You may not be able to predict the future, but you can educate yourself and prepare for it!Learn how to avoid the critical mistakes that 80% of IRA owners make!

Join us for a complimentary educational dinner and a smarter retirement game plan.

Learn how Roth conversions could help lower taxes on your IRA or 401(k), dodge IRMAA surcharges and even cover the tax bill without touching your IRA or your wallet!

Overall, a 401(k) rollover can offer numerous benefits in terms of investment flexibility, cost savings, control, and estate planning opportunities, making it a valuable strategy for managing your retirement savings effectively. We believe this event may provide valuable insights and strategies that could help you protect your hard-earned investments.

Please Join us for this complimentary informational seminar. We will share insights on your IRA, investment vehicles, fees, and penalties – and what it all means for your retirement. Seating is limited, so sign up today!

Did you know?

• The average 401(k) plan participant pays fees totaling between 0.2% and 5% of their account balance annually

• Inflation can lower the value of your savings from year to year

• IRA rollovers enable retirees to maintain tax-advantaged growth potential over the long term

• A shocking 21% of Americans have prematurely cashed out their 401(k) plans when changing jobs

• Approximately 35% of workers have left at least one retirement account with a former employer

We will be discussing:

• What Is IRMAA and Why It’s Costing Retirees More Than They Think

• The Roth Conversion Advantage

• MAGI Explained – The Hidden Trigger That Trips IRMAA

• What counts as MAGI for Medicare

• Case Study Showdown – With Roth vs. Without Roth

• Action Steps to Protect Your Retirement from IRMAA

• How to calculate your IRMAA risk

With the right information and guidance, individuals can take control of their retirement future. By exploring 401(k) rollover options, retirees can optimize their savings and pursue a more secure financial future. You may not be able to predict the future, but you can educate yourself and prepare for it!

Meal selections will be presented at venue.

Spouses are encouraged to attend!

Seating is limited. Register now!