- We are conducting a complimentary group consultation that covers many topics related to your retirement, including critical tax updates. There will be nothing sold at this speaking event. This event is hosted by Courtney Cook, Financial Advisor of Jones Advisory Group, and Debbie Leonard, CPA, CCIM, of Thill & Leonard. Both presenters will provide non-partisan information about recent changes in Federal and State laws, along with tips and strategies for you to maximize your hard-earned retirement savings this tax season and in the years ahead. This is a must attend event for Retirees and those within 5 years from retirement who have previously planned to live on their investment income, annuities and IRAs. Click here to calculate how much the Affordable Care Act (AKA ObamaCare) will cost you in taxes.Key Topics Taxes on high income individuals and trusts have increased for 2013. Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and trust owners who will be in the top tax brackets in 2013 with just $12,000 in annual income!What does the outcome of the Fiscal Cliff and the 3.8% surcharge mean for you?How will today’s economy impact your retirement, and what are your options?TAX BOMBS to avoid when taking IRA distributions or converting to a Roth IRA How to eliminate future RMDs from traditional IRAs Make sure the IRS is not your #1 beneficiary!What are different strategies that can potentially allow you and your heirs to pull HUGE sums of money out of your IRA with little or no tax?Need-to-know changes and top questions for 2013 tax season 6 p.m. Thursday, March 7 Wil Jenny's 6700 W 135th St, Overland Park RSVP Required. Call (877) 476-1143, email firstname.lastname@example.org or reserve your spot online today! (Note: Lawyers, Brokers, CPA' s or Advisors may NOT attend as space is needed for retirees.) Must be 50 or older, Retired or soon to be Retired to attend. Must be pre registered. Subject to advisor approval. Courtney Cook is a licensed Investment Advisor Representative offering Investment Advisory Services through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Debbie Leonard is a CPA, CCIM of Thill & Leonard. Jones Advisory Group nor Global Financial Private Capital, LLC are affiliated with Thill & Leonard. This presentation is intended for information purposes only. Jones Advisory Group nor Global Financial Private Capital, LLC provide tax or legal advice. You should always consult your own professional advisors for tax, legal and accounting advice. Always seek legal advice regarding wills, probate and estate planning issues.
Shawnee Mission KS
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- Thursday, March 7 @ 6:00 pm
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