Gain valuable insights into managing your retirement accounts and taxes with Dan & Russ at this engaging in-person event. Enjoy dinner while learning how to make smarter financial decisions for your future.

Key topics include:

• Taxation of Traditional IRA and 401(k) Growth: How your retirement savings are taxed and what it means for you.
• Roth Conversions: Discover the maximum Roth conversion you can do with a Traditional (pre-tax) IRA.
• Positive Outcomes of Tax Deferral: When tax deferral strategies work in your favor and how to optimize them.

And much more! This presentation is packed with practical advice to help you navigate tax strategies for a stronger financial future.

Event Details:

• Where: In-person event (location provided upon RSVP).
• What to Expect: Dinner, a friendly atmosphere, and expert guidance on retirement account tax strategies.

RSVP Required:
To comply with local health mandates and ensure limited seating, we kindly ask you to RSVP.

• In-person attendees: Be aware this is a group gathering, and all local health guidelines will be followed.
• Virtual attendees: If you’re uncomfortable attending in person, join us via the Facebook Live presentation.

Seating is limited, so don’t wait—reserve your spot today! Bring a friend and learn how to delay, transfer, and avoid taxes effectively while enjoying a great meal. We look forward to seeing you!