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13 Jan '22

Important Things to Know About your IRA/401(k)

January 13 @ 2:00 pm - 3:00 pm
FiftyForward Donelson Station, 108 Donelson Pike
Nashville, TN 37214 United States

In our current economic climate of uncertainty, adjusting your retirement planning strategies to ensure you keep your savings safe is absolutely necessary. Join us and learn how to avoid the critical mistakes that 80% of IRA owners make.

Details
18 Jan '22

Important Things To Know About Your IRA/401(k)

January 18 @ 2:00 pm - 3:00 pm
FiftyForward Donelson Station, 108 Donelson Pike
Nashville, TN 37214 United States

In our current economic climate of uncertainty, adjusting your retirement planning strategies to ensure you keep your savings safe is absolutely necessary. Join us and learn how to avoid the critical mistakes that 80% of IRA owners make.

Details
27 Jan '22

Required Minimum Distribution (RMD) Workshop

January 27 @ 6:00 pm - 7:00 pm
The Catfish House, 3424 Tom Austin Highway
Springfield, TN 37172

How the new administration could impact your retirement accounts starting in 2021…..New tax laws, a new administration, a new senate, and congress. Recent changes to qualified retirement accounts and IRS-Mandated Required Minimum distributions (RMD’s) bring advantages and disadvantages.  Some changes have the potential to be beneficial; however, you must make sure you are working with the current and up-to-date information so you can help avoid costly mistakes. As of 2021, the new law mandates you start taking RMD’s from your…

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01 Feb '22

Required Minimum Distributions (RMD) Workshop

February 1 @ 6:00 pm - 7:00 pm
The Catfish House, 3424 Tom Austin Highway
Springfield, TN 37172

At 72 years old, the IRS requires you to start taking distributions from your IRAs, 401ks and other qualified accounts. If you fail to take the correct amount at the correct time from the correct account, you can face a 50% tax penalty which can substantially increase your tax bill. Join us to learn about RMDs, how to calculate your required withdraw amount and how you can potentially save on taxes with different distribution strategies.

Details
03 Feb '22

Estate Planning Workshop

February 3 @ 6:00 pm - 7:00 pm
Mt. Juliet Chamber of Commerce, 2055 N Mt Juliet Rd
Mt Juliet, TN 37122 United States

A Well-thought-out estate plan is essential for anyone that owns a home or has assets.  With many questions in the air on how the IRS Revenue Codes could impact tax savings exemption and deductions, the time is now to make sure that your estate plan can weather these changes. At our upcoming event, you’ll learn about how the new Administration, Senate, and Congress could impact your ability to take advantage of certain estate-planning tools. You’ll hear straightforward facts about the…

Details
08 Feb '22

Estate Planning Workshop

February 8 @ 6:00 pm - 7:00 pm
Mt. Juliet Chamber of Commerce, 2055 N Mt Juliet Rd
Mt Juliet, TN 37122 United States

A Well-thought-out estate plan is essential for anyone that owns a home or has assets.  With many questions in the air on how the IRS Revenue Codes could impact tax savings exemption and deductions, the time is now to make sure that your estate plan can weather these changes. At our upcoming event, you’ll learn about how the new Administration, Senate, and Congress could impact your ability to take advantage of certain estate-planning tools. You’ll hear straightforward facts about the…

Details
17 Feb '22

Social Security Workshop

February 17 @ 6:00 pm - 7:00 pm
Gallatin Civic Center, 210 Albert Gallatin Ave
Gallatin, Tennesse 37066

New laws and proposed changes to Social Security for 2021 and beyond have the potential to impact your benefits and quality of life during retirement. By keeping yourself informed, you can be sure to make the best decisions for your financial future.

Details
22 Feb '22

Maximizing Your Social Security Benefits

February 22 @ 6:00 pm - 7:00 pm
Gallatin Civic Center, 210 Albert Gallatin Ave
Gallatin, Tennesse 37066

New laws and proposed changes to Social Security for 2021 and beyond have the potential to impact your benefits and quality of life during retirement.  By keeping yourself informed, you can be sure to make the best decisions for your financial future.  For example, deciding when to claim your Social Security benefits could mean the difference of over $100,000 in benefits in your lifetime.  Unfortunately, however, many retirees and those nearing retirement don’t fully understand how their benefits work and…

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03 Mar '22

Estate Planning Workshop

March 3 @ 6:00 pm - 7:00 pm
Millersville Community Center, 1181 Louisville HWY
Goodlettsville, TN 37072 United States

A Well-thought-out estate plan is essential for anyone that owns a home or has assets.  With many questions in the air on how the IRS Revenue Codes could impact tax savings exemption and deductions, the time is now to make sure that your estate plan can weather these changes. At our upcoming event, you’ll learn about how the new Administration, Senate, and Congress could impact your ability to take advantage of certain estate-planning tools. You’ll hear straightforward facts about the…

Details
08 Mar '22

Estate Planning Workshop

March 8 @ 6:00 pm - 7:00 pm
Millersville Community Center, 1181 Louisville HWY
Goodlettsville, TN 37072 United States

A Well-thought-out estate plan is essential for anyone that owns a home or has assets.  With many questions in the air on how the IRS Revenue Codes could impact tax savings exemption and deductions, the time is now to make sure that your estate plan can weather these changes. At our upcoming event, you’ll learn about how the new Administration, Senate, and Congress could impact your ability to take advantage of certain estate-planning tools. You’ll hear straightforward facts about the…

Details
10 Mar '22

Required Minimum Distribution (RMD) Workshop

March 10 @ 6:00 pm - 7:00 pm
Mt. Juliet Chamber of Commerce, 2055 N Mt Juliet Rd
Mt Juliet, TN 37122 United States

How the new administration could impact your retirement accounts starting in 2021…..New tax laws, a new administration, a new senate, and congress. Recent changes to qualified retirement accounts and IRS-Mandated Required Minimum distributions (RMD’s) bring advantages and disadvantages.  Some changes have the potential to be beneficial; however, you must make sure you are working with the current and up-to-date information so you can help avoid costly mistakes. As of 2021, the new law mandates you start taking RMD’s from your…

Details
15 Mar '22

Required Minimum Distributions (RMD) Workshop

March 15 @ 6:00 pm - 7:00 pm
Mt. Juliet Chamber of Commerce, 2055 N Mt Juliet Rd
Mt Juliet, TN 37122 United States

At 72 years old, the IRS requires you to start taking distributions from your IRAs, 401ks and other qualified accounts. If you fail to take the correct amount at the correct time from the correct account, you can face a 50% tax penalty which can substantially increase your tax bill. Join us to learn about RMDs, how to calculate your required withdraw amount and how you can potentially save on taxes with different distribution strategies.

Details
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