Retirement Planning With Trump's Tax Plan
OR call 408-659-8541
Join wealth manager Lee Michael Murphy and real estate professional Edward Nunez for an educational meeting regarding the essential aspects of creating a successful retirement plan.
We will discuss what individuals need to consider and plan for to make it in retirement, and helpful strategies to improve their retirement future. We will also discuss the impact of the Trump Tax Law, the advantages and disadvantages of the new law, and how it will impact your retirement.
WHAT YOU WILL LEARN:
• The key components to a successful retirement plan
• How to minimize taxes under Trump’s Tax Plan
• Turning IRAs into tax free retirement buckets
• Strategies to increase cash flow in retirement
• How to maximize Social Security Income
• Demystifying 1031 Exchanges
• Bond investing for a rising rate environment
• The benefits of relocating in retirement
• Protecting your assets and legacy in retirement
RNP Advisory Services, Inc.
17190 Monterey Street, Suite 202, Morgan Hill, CA 95037 | (408) 659-8541
Advisory Services offered through RNP Advisory Services, Inc, a registered investment advisor with the Securities and Exchange Commission.Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. The Free Retiree, RNP Advisory Services and Securities America are separate entities. Edward Nunes and REMAX are not affiliated with the Securities America companies. Securities America, RNP Advisory Services, and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. All or a portion of this event paid for by third party. © 2019 all rights reserved. The Free Retiree, Lee Michael Murphy. #19022248.2434237.1
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