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New Rules of Retirement


New Rules of Retirement

Tuesday, February 05, 2019

6:00p - 9:00p EST

The Foundry- Manchester

The Foundry- Manchester

50 Commercial Street
Manchester, NH 03101
View on Map Event Website

Organizer:

Lois Davis lois@daviswealthmgmt.com

Presenter:

Stephen Davis

Steve will cover various topics including:

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Taxes- Are there investment strategies that can reduce your tax burden?

What the new Trump Tax Law may mean to you!

Longevity Risks- Will you outlive your retirement income? Who will take care of you if your health fails?

IRA/401K Management- What are your options if you have recently left your employer or experience losses? Is a rollover or conversion an appropriate option for you?

Strategies for drawing retirement income- and which sources to consider tapping first. 

Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from and independent professional.

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