Join Us For A FREE Catered Workshop That Focuses On The SECURE Act 2.0, Taxes, And Trusts
Discover The “10 Common IRA & 401k Mistakes”
That Could Derail Your Plans For Retirement
And What You Should Do About Them
…And How To Avoid IRS Tax Traps
JOIN US AT
Wellington Community Center
12150 Forest Hill Boulevard
Wellington, FL, 33414
Click The Button Below To Register
IMPORTANT ALERT FOR IRA & 401K OWNERS
The SECURE ACT 2.0 Was Just Passed In 2022 – Know How It Impacts You!
If you own an IRA, 401k, 403b, TSA or any other qualified retirement plan, you need to know how to protect your money so you can live out your retirement with financial peace of mind. Join us for a complimentary meal and lively discussion about the important IRA and 401k Rules:
- How The SECURE Act 2.0
Can Impact Your Retirement
Accounts - Why Missing A Required Minimum Distribution Can Result In a 25% Tax Penalty
- The One Mistake In Your
Beneficiary Forms That Could
Hurt Your Legacy - Why Not Knowing The New IRA/401K Rollover Rules Could Cause Immediate Taxation
- How To Free Your Retirement Accounts From Excessive Fees and Loads
- A Simple Way To Convert Your
Retirement Accounts To Tax Free
Income - How to Get Out of Your 401k at Age 59½ and Still Get Company Matching Funds
- Why Having Too Many Accounts
Can Hurt Your Retirement Future
And When You Attend You’ll Receive A Voucher For A Free
Will And Trust Review By A Top Tier State Licensed Attorney
At This Event We Will Also Cover
New Inflation Tax Brackets
Understanding Roth Conversions
Discover If A Trust Is Right For You
How To Structure A Trust Inexpensively
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About Your Presenter
For close to two decades now Anthony Lombardo has worked tirelessly with retirees and pre-retirees to help educate and inform them on ways to ensure their retirement goes as planned.
His seminars focus on risk management, wealth preservation, new tax and social security laws, and creating the proper plans for distributing the wealth you’ve spent a lifetime creating during your retirement years.
He works with individuals, family’s, business owners, and high net worth individuals. Mr. Lombardo always puts an emphasis on building strong long term relationships with people who need his help.
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