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Winning at Retirement: Tax Code Updates You Should Know

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Financial Dynamics & Associates

13537 Waterford Place

Midlothian, VA 23112

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WINNING AT RETIREMENT:
TAX CODE UPDATES YOU SHOULD KNOW*


Will 2019 tax code updates help you—or hurt you? Join us for our newest installment of the “Winning at Retirement” series as we discuss what the latest changes could mean for your retirement plan.

Speaker Ricky Lafon, MBA, RICP®, will:

  • Provide a brief overview of the 2019 tax code, especially as it pertains to retirement
  • Discuss whether you should convert money from an IRA to a Roth
  • Share how to avoid pitfalls on additional Medicare and investment taxes
  • Detail investment considerations using the 2019 code—and more!

Learn how to use the tax code to achieve your retirement lifestyle goals while avoiding potential pitfalls.

Two Sessions to Choose From:

Date: Thursday, January 24, 2019

Time: 12:00 p.m. - 1:00 p.m. (Lunch will be served)

OR

Date: Thursday, January 24, 2019
Time: 6:00 p.m. - 7:00 p.m. (Light appetizers will be served)

We host these events to give our clients the opportunity to introduce guests to our firm. Bringing a guest is highly encouraged.

*Please note: Strategies discussed in this seminar are appropriate for retirees and pre-retirees with $500,000 or more in investments.


Investment advisory services offered through Global Financial Private Capital, LLC (“GFPC”). Insurance products and services are offered through Financial Dynamics & Associates and are not offered by GFPC. GFPC does not provide tax, accounting or legal advice and does not endorse, review or supervise related content. Financial Dynamics & Associates and GFPC are not affiliated entities.

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Location

Financial Dynamics & Associates

13537 Waterford Place

Midlothian, VA 23112

View Map

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