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Retirement YOU One Day Course in Clifton, NJ

Wed, Jun 05

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Clifton Memorial Library

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Retirement YOU One Day Course in Clifton, NJ
Retirement YOU One Day Course in Clifton, NJ

Time & Location

Jun 05, 2024, 6:00 PM – 7:30 PM EDT

Clifton Memorial Library, 292 Piaget Ave, Clifton, NJ 07011, USA

About the event

WHY THIS CLASS MATTERS

Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement.


RETIRING TODAY


TAX RATE RISK

  • Why experts say tax rates could double

  • How rising taxes may affect your retirement cash flow


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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. 

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. 

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