Free

Retirement Tax Survival Workshop and Dinner at Bonefish Grill

Event Information

Share this event

Date and Time

Location

Location

Bonefish Grill

8701 West Charleston Boulevard

Las Vegas, NV 89117

View Map

Event description

Description

Retirement Tax Survival

The new tax rules are in effect; do you know how to protect yourself from the hidden tax and penalties? While the tax rules will benefit some, others will pay an extremely high cost. If you’re retired, most of the problem may be due to your retirement plan. If you hold more than $500,000 in retirement plans, the forced distribution will cause additional tax problems that, if not planned for, will cause you to pay more in taxes and related penalties. The financial system is broken! Just try calling your bank or your financial advisor. You’ll be told they are not allowed to give tax advice. Now, ask your tax advisor how to structure your retirement plans and retirement income with your investments, and you’ll probably be told that it’s the financial advisors job. Now, learn how to not only take advantage of the new tax rules, but also protect against the hidden Tax Time Bomb while striving to protect your investments against loss. In addition, you will learn:

  • Has your financial advisor shown you how to reduce your Required Minimum Distribution by up to 25% to avoid current taxation?
  • Has your tax advisor carefully planned out 2018 to protect you from the new Medicare income based penalty which your IRA could activate? • Learn about the new Retirement LLC that you can create to protect your IRA from a lawsuit claim
  • Learn how to protect against losing your tax-free capital gains status because of your IRA.
  • Under the new rules, find out what 3 things must absolutely be changed in your family trust to protect your IRA from the up to 54% transfer tax
  • Find out about the new Retirement Plan Method which allows you to pass up to 3X the value tax free to children
  • Learn about the new IRA-C that allows tax free distributions
  • Has your financial advisor alerted you to why Variable Annuities and Mutual Funds may be one of the most expensive investment in your retirement plan, and how to fix it?
  • How to determine what the maximum amount of income you can take from your retirement plans without running out of money

* CPAs, insurance agents, lawyers, investment advisors. Due to the intellectual property and privately designed strategies we require a $1,500 advance fee and an NDA signed prior to attendance. We do check all professional and licensure databases prior to the event and will not admit anyone without the fee and NDA.

** No children, no pets, recording devices, or photography permitted. We do not permit any salespeople or attendees to promote or use this venue to solicit sales. (Respectfully, do not attempt to use this venue to intrude or bother any of the attendees as they are attending this event to learn. You will be escorted out if you attempt to sell any goods or services at this event)

This event is for educational purposes only. We are a fee-only fiduciary advisor and charge hourly for services. We may grant a complimentary introduction without an initial fee depending on the event or venue but no promise herein is made as to the grant of such. You may receive an offer for tax planning, tax preparation, estate planning, business planning, financial planning services but any such offer is not a guarantee that we will accept any person as a client as we use a selective process for client admittance to our systems and processes.

*** Lunch or dinner is provided depending on the venue. The meal has no cash value and cannot be redeemed herein or after such event. If you do not attend the event there is no voucher or meal granted. We will close the doors five minutes after the start time and no further admittance will be allowed to respect those people who were on time and so the event can stay on the time track agreed to with the venue location.

If you have any questions you can contact us at

702-625-6235

Jason Meier

j.meier@hhrdm.com

We reserve the right to refuse admittance to anyone

Share with friends

Date and Time

Location

Bonefish Grill

8701 West Charleston Boulevard

Las Vegas, NV 89117

View Map

Save This Event

Event Saved