
Zephyr Grill & Bar Livermore
1736 First St
Livermore, CA 94550
June 11
6:00 pm
About the event
Retire Wiser
Think you can’t have a ROTH IRA because you earn too much? Think again! Today anyone can have a tax-free retirement account thanks to this compelling conversion opportunity!
We are offering no-cost registration to our all-new workshop. At this class, you’ll discover the tax management strategies that may allow you to keep more of your retirement savings for your retirement — not the IRS.
A ROTH Conversion is a taxable event that may not be right for everyone. Consult your tax advisor regarding your situation.
Register For This Event
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
Our firm is not endorsed by or affiliated with any government agency.