Here’s what you’ll learn:

About your host

At this COMPLIMENTARY event you will:

• Learn how a single piece of legislation changed 401(k)s and IRAs and what it could mean for those in or nearing retirement.
  
  
• Find out who the winners and losers are with tax reform.  
  
  
• Learn which steps to take to help make sure Uncle Sam gets as little as possible.
  
  
• Discover why 401(k)s, IRAs, and 403(b)s could be the least tax-efficient accounts you own when you retire.

Smart Retirement Tax is a paid marketing entity, providing advertising content for financial professionals. Smart Retirement Tax is not affiliated with nor do they endorse the financial professionals or their firms. Prior to engaging the services of a financial professional, all individuals should make their own evaluation of the firm’s services. This is not a part of the Facebook website and is not endorsed by Facebook, Inc.

Throughout the presentation, different financial vehicles are generally discussed; however, nothing said should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting.  There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency.

Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from the event. Msg&data rates may apply. Terms & conditions/privacy policy apply. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm is stated or implied. This event is not sponsored or endorsed by, nor affiliated with the location/venue. 

Goldstone Financial Group ("GFG") is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. This material is not intended to be an offer of securities advice and no statement contained herein shall constitute tax or legal advice. The tax or legal information contained herein is for informational purposes only and should not be construed as advice designed to meet the particular needs of an individual's situation. Be sure to consult with a qualified tax advisor for tax advice or a qualified attorney for legal advice.\n\nDespite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.

At the end of the seminar, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. The S&P 500 is a stock market index tracking the stock performance of 500 leading companies listed on stock exchanges in the United States.

*https://www.ebri.org/docs/default-source/rcs/2023-rcs/2023-rcs-short-report.pdf
**https://www.ssa.gov/benefits/retirement/planner/taxes.html

This workshop is extremely popular and SEATING IS LIMITED. Reservations and confirmations are required.