Name: Campbell Wealth Management
Address: 330 John Carlyle Street, Suite 400, Alexandria, VA, 22314, US
Telephone: (703) 782-5058

Campbell Wealth Management – Upcoming Events – Taxes in RetirementKirby2021-12-13T15:34:21+00:00

NEW LIVE EVENT:

Taxes in Retirement

WHEN: Wednesday, January 12 from 1:30 – 3:00 PM
or
Tuesday, January 18 from 1:30 – 3:00 PM

WHERE: SHRM #400 – Campbell Wealth Education Center – 330 John Carlyle St., Alexandria, VA 22314

RSVP YOUR SPOT!

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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330 John Carlyle Street
Suite 400
Alexandria, Virginia 22314

info@campbellwealth.com

The Registered Investment Advisor, Campbell Wealth Management is registered in VA, MD, DC, NH, NY, FL & TX All Contents © 2020 Campbell Wealth Management, Inc. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities.

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.

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