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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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Tax Code Updates You Should Know


Will 2019 tax code updates help you—or hurt you? You and a friend are invited to a timely presentation in our “Winning at Retirement” series. We’ll discuss what the latest changes could mean for your retirement plan.

Leading the one-hour presentation will be Isaac Wright, ChFC®, president of FDAA and host of WRVA 1140 AM’s The Retire Wright Show. Isaac 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: Tuesday, August 13, 2019
Time: 12:00 p.m. - 1:00 p.m. (Lunch will be served)

OR

Date: Tuesday, August 13, 2019
Time: 6:00 p.m. - 7:00 p.m. (Appetizers will be served)

Have a friend, colleague, or family member nearing retirement? Give them the gift of knowledge and invite them to be your guest at this educational workshop. Just add them as your guest during registration.

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


Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors (JWCA). Financial Dynamics and Associates, Inc. and JWC/JWCA are unaffiliated entities. Non-securities products and services are not offered through JWC/JWCA. JWC/JWCA and its representatives do not give tax or legal advice. JWC/JWCA makes no representation regarding the accuracy or completeness of any information in these materials or the effectiveness of any advice or recommendation made to achieve any specific tax or other financial planning goal. This material is provided for informational purposes only and should not be construed as tax or legal advice. Clients and other interested parties must consult with and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here.

Location

Financial Dynamics & Associates

13537 Waterford Place

Midlothian, VA 23112

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