NEW YEAR, NEW RULES TO RETIREMENT: HOW WILL YOU BE AFFECTED?
The New Year is set to bring BIG changes to retirement in America. New legislation affecting retirement
accounts, proposed tax law changes, and potential market volatility make planning ahead more important than ever. Join Phillis Sax Pilvinis and her team of experts for a complimentary dinner seminar to learn how they’re helping today’s investors protect their assets from market volatility, mitigate risk, reduce their tax burden, and create reliable income – regardless of the changes ahead.
You’ll get answers to these questions and more:
∙ TAX ALERT 2021: Reviewing the impact the Biden Tax Plan could have on the income you rely on in retirement
∙ Tax Proposals: What do the proposed changes mean for you?
∙ State of the Economy: Are your assets at risk?
∙ Social Security: What changes lie ahead in 2021?
∙ Market Volatility: How can you protect your portfolio from a downturn?
∙ New Rules to Retirement: Could new legislation impact your strategy?