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.