Campbell Wealth Management – Upcoming Events – Taxes in RetirementKirby2021-12-06T16:17:00+00:00
NEW LIVE EVENT:
Taxes in Retirement
WHEN: Tuesday, December 14 from 1:30 – 3:00 PM or
Wednesday, December 15 from 11:00 AM – 12:30 PM
WHERE: NOVA – Annandale Campus – Ernst Cultural Center – 8333 Little River Turnpike, Annandale, VA 22003
Now is the time to take advantage of historically low tax rates before changes are implemented. We’re hosting this event to help prepare you for any upcoming changes that may affect your plans! Join us to learn about:
The potential changes that are under discussion & their potential effect on your retirement plans.
Strategies on how to take advantage of historically low tax rates.
How converting funds from a traditional retirement account into a Roth IRA can be a tremendous tax-saving technique for clients currently in a low tax bracket.
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Through our Right On Retirement Process™, we challenge and empower our clients, over the age of 55, to realize their possibilities.
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This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Campbell Wealth Management is not permitted to offer and no statement made here shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.
The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Campbell Wealth Management.