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Food For Thought Education Seminars – Portfolio Tax Strategies
November 6, 2017 @ 4:00 pm - 5:00 pm
Add Years to Your Portfolio with Tax-Efficient Strategies
Would you like to get more out of your portfolio without taking on more risk? We all know that no one can control the stock market, but retirees do have control over how they take withdrawals from their portfolio. These decisions will impact the amount of taxes due each year and ultimately the amount of money you get to keep. In this seminar, we will take a close look at the benefits of tax-efficient withdrawal strategies in retirement and how these strategies can extend the life of your portfolio.
Presented by: Ryan Kelly, CFP®, CRPC of Rodgers & Associates
Seminar will be held at 4 p.m. in Stiegel Dining Room of Town Square North.
Please reserve your seat for this informative session by contacting Jean Bednarski, Director of Community Advancement at 664-6218.