Taxes DeclassifiedIf you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don’t want to miss the opportunity to learn about:
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– Tuesday, February 24 at 12:30 p.m.
– Wednesday, February 25 at 6:00 p.m.
– Thursday, February 26 at 1:30 p.m.
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
Don’t miss the chance to learn how you may be able to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.
Jonathan Lee is the Founder & CEO of the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country.
Over the past 20 years, Jonathan has provided training for financial planners, tax advisors, and investment professionals, nationwide. His development of financial software and calculators has revolutionized many advising offices across the country. Jonathan is also the creator of the C.A.R.E. Program that has helped countless families save hundreds of thousands of dollars in taxes, while benefiting their charity of choice and leaving their family with a tax free inheritance. Jonathan is a widely sought out conference speaker and his seminars are in constant demand because of his expertise in insurance, taxes in retirement and estate issues.
Besides his non-profit, Jonathan actively supports worldwide mission trips and is responsible for funding hospitals and schools in Southeast Asia and in Africa. Jonathan and his family live in suburban Maryland.
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Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.
