Tax savings from retirement accounts are temporary.  Learn the impact these accounts have on future taxes, Social Security, and the bracket bump at age 70 ½ when Required Minimum Distributions become a part of your provisional income.

It’s what you keep that counts.

Join us for a light lunch and an hour of math driven solutions!

(An invitation to this important breakfast seminar is offered to attendees of our SOFA Presentations on Social Security or Women and Finance, please call us to learn how you may be included!)

RSVP is required:

Call Amy at 800-517-1430 or email your request for seats to:  amy@theoptimusgroupllc.com