Event at JB & Associates Tax & Financial

Description

WEALTH PLANNING SEMINAR

Unlike many who may have their retirement funded mostly with guarantees made by their employers and the government, today's assets may be your primary source of future cash flow. Learn how to create a plan considering the level of assets you have or need to fund. Create your vision of the future including likely income needs, potential tax implications and risks that can stand in the way of realizing your vision.

Do you need this seminar? Answer these questions to see.
? Do you find the subject confusing or overwhelming?
? Do you believe your assets are not large enough to bother with?
? Do you need growth of capital to meet future income needs?
? Do you need preservation of capital for upcoming income needs?
? Do you need a strategy for reduced taxes on income and inheritances?
? Do you know how to handle your retirement plan payout options?
? Do you know long your income sources will last?
? Do you know how inflation, taxes, and Social Security will affect your future finances?
? Are you prepared for the mandatory Required Minimum Distribution (RMD)?
? Do you know which accounts to withdraw from first?
? Are you relying on outdated unreadable expensive contracts to protect &provide your income?

Wealth Management with J.B. Tax & Finance
There is no cookie cutter solution to your financial needs. If you answered yes to one or more of these important questions, then come or call for your complimentary consultation.