405-848-2858
UPCOMING WORKSHOPS
GET THE FACTS ABOUT 401(K)S/IRAS
WHAT YOU DON​'T KNOW CAN HURT YOU
We want to help you better understand your 401(k)/IRA options under the new regulations imposed by the new Federal Tax Laws. The decisions you make now can have a tremendous impact on the total amount of retirement income you stand to receive over the rest of your life.
The following points will be discussed:
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How to minimize the effects of market downturns on your 401(k)s/IRAs.
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How to minimize taxes on your 401(k)/IRA withdrawals.
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What is an in-service withdrawal and does it make sense for you?
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What are the required minimum distributions and what options do you have?
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Survivor Benefits: guaranteeing an income stream to your spouse.
Join us for a educational workshop and a free complimentary dinner.
Dinner Menu:
Entree (choice of one)
Sirloin Steak
Pork Chop
Pan Seared Airline Chicken Breast
Atlantic Salmon
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Thursday, September 20th at 6 PM
or
Thursday, September 25th at 6 PM
at
WEST
6714 N Western Ave, Oklahoma City, OK 73116
