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Luck favors the prepared. 

Always remember that you are your greatest asset. Your actions today will determine your ability to cope with any unexpected challenges that may arise tomorrow. Boost your knowledge of potential life-altering mishaps, pitfalls, and changes to financial laws by enrolling in these classes right now. Don't hesitate to take the first step towards a more secure future.

Can You Have a Tax-Free Retirement? Learn How
It's Never too Late to Begin

Will you Really be in a Lower Tax Bracket in the future?  Learn why taxes may be higher in the future and what strategies may help you have a Tax-Free Retirement.
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Learn from the Instructor's 25 years of experience in Tax, Financial Planning, and Investment Research and 14 years as an Independent Licensed Wealth Manager what is going on with taxes and what strategies may help you have a Tax-Free Retirement.

Located at:

Missoula Chamber of Commerce 

825 E. Front Street

Missoula, Mt. 59802

Questions call Glacier Wealth Management @ 406-327-0112

11am to 2pm 

https://www.sofamt.org 

Taxes could be one of your largest expenses in retirement; learn how to lower this expense.  We will discuss how income taxes impact retirement and how Required Minimum Distributions and possibly up to 85% of Social Security Income being taxed can impact your retirement.  

 

We will discuss Tax-Free Strategies and how to utilize Roth IRAs, Roth 401ks, Roth Simple and SEP IRAs, Roth Conversions, Health Savings Accounts, Backdoor Roth IRA Contributions, Life Insurance, and more to help you control how taxes impact your retirement.

 

Learn if Tax-Deferred or Tax-Free investments and Roth Conversions are right for you.

 

We'll discuss the likelihood of possible higher taxes in the future and how they could impact how much money you'll have to spend. 

 

Tax Laws will expire in 2025 and revert to 2017 tax laws in 2026.  We'll go over how this change could affect you due to higher tax rates and changes in tax law. 

 

Finally, we'll update you on the significant changes the Secure Act 2.0 (signed into law on 12.23.2022) has made to retirement planning and how you can use it to your benefit.  

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Empower yourself with the knowledge to make the best financial decisions by Learning What You Don't Know!

These courses are offered by The Society For Financial Awareness. SOFA the organization does not offer to sell Financial Products nor promote any one particular company. Though the presenter may mention specific Financial Instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.

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Most financial advisors do not provide specific tax/legal advice, and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your specific tax/legal situation.

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Jamison R. Banna offers Securities through Cape Securities, Inc., member FINRA/SIPC/MSRB, and Investment Advisory Services offered through Cape Investment Advisory, an SEC Registered Investment Advisor. Glacier Wealth Management, Inc. is not affiliated with Cape Securities, Inc or Cape Investment Advisory, Inc.

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