Free

Complimentary Lunch Workshop

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Boudreaux’s Restaurant

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Topics include:

 How to minimize taxes and penalties during the retirement planning process.

 Understanding IRA withdrawal penalties and regulations.

 How to withdraw money from your 401(k) or IRA before age 59 ½.

 Using a 72(t) schedule to supplement your retirement income.

 Looking at Rule 415 limits when rolling over your pension lump sum.

 How to put together a tax strategy that can potentially save you the most amount of money.

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Boudreaux’s Restaurant

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