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.
Light refreshments will be served.
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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.
Investing involves risk, including the potential loss of principal. It is not possible to invest in an index. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
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.