A Nationwide 501(c)3 Nonprofit since 1993, www.sofausa.org
Our Mission is to end financial illiteracy across America, one community at a time!
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
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!