WHAT:
Tax-Efficient Retirement Isn’t Optional Anymore. When taxes rise, retirement plans don’t bend- they break. And most retirees never see it coming.
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IMPACT OF NEW TAX LAWS ON RETIREMENT INCOME: How recent tax reforms could affect taxes on Social Security, pensions, and retirement account withdrawals.
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INFLATION CONCERNS: What steps can you take to protect your retirement assets from the continued pressure of inflation?
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GOVERNMENT SPENDING: As Congress considers new tax and spending measures, how could these decisions impact your long-term financial outlook?
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RISING EXPENSES: Are your investments keeping up with the increasing costs of health care and daily living?
You’ll leave with practical, actionable insights to help strengthen your retirement plan.
Please note that seating is limited and reservations are required.
WHERE:
Tbones Chophouse
11011 W Charleston Blvd, Las Vegas, NV 89135
WHEN:
September 15th & 17th at 6:00PM
WHO:
Anthony Napolitano
Partner, Financial Advisor
REGISTER:
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Disclosures:
No investment strategy can guarantee a profit or protect against loss. Always consult your tax and/or legal professional for details regarding your specific situation.
To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).
Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Investment Advisor Representatives offer Advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Cornerstone Wealth Management, Cornerstone Tax Advisory and IFG are unaffiliated entities. IFG Registered Representatives (RR) do not give tax advice while acting as an RR.