Wine, Women & Wealth -How to Reduce Taxes on Retirement Savings

Transamerica Financial Advisors, Inc., Transamerica Financial Group Division

Thursday, June 12, 2014 from 5:30 PM to 7:30 PM (EDT)

Jacksonville, FL

Wine, Women & Wealth -How to Reduce Taxes on Retirement...

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Ticket Jun 12, 2014 Free  

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Event Details

Wine, Women & Wealth.

Using everyday language, we offer independent and unbiased financial guidance. We simply want more women to reap the benefits of being financially confident and savvy.

 

  • Retirement Tax Changes for 2014
  • What is a Saver’s Credit? Do I Qualify? 
  • Why I should roll over my old 401k?
  • Pre-tax, After-tax, Pro-rata. What?!

 

 

                  Guest Speaker Cindy Gallagher, CPA 

is not affiliated with Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. (TFA), or its affiliated companies.


Our Building. 

Sponsored by Transamerica Financial Advisors, Inc. 

Have questions about Wine, Women & Wealth -How to Reduce Taxes on Retirement Savings? Contact Transamerica Financial Advisors, Inc., Transamerica Financial Group Division

When & Where



Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
4348 Southpoint Boulevard
Jacksonville, FL 32216

Thursday, June 12, 2014 from 5:30 PM to 7:30 PM (EDT)


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Organizer

Transamerica Financial Advisors, Inc., Transamerica Financial Group Division

Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division - Member FINRA, SIPC, and Registered Investment Advisor.  Non-Securities products and services are not offered through TFA.

Tax and/or legal advice not offered by Transamerica Financial Advisor, Inc., Transamerica Financial Group Division or their affiliated companies. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.

The views and opinions expressed thereon are those of the individual speakers and do not necessarily represent the views and opinions of Transamerica Financial Group, a Division of Transamerica Financial Advisors, Inc. (TFA), or its affiliated companies.  

 

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