Minimize taxation of your assets & income.
Bill Aldrich, President of First Coast Financial Group, will show you how to determine the steps necessary to minimize taxation of your assets and income in retirement. It’s all about what you KEEP!
Topics to be discussed:
- Ways to create increasing, reliable income
- Some advantages of a ROTH IRA
- How Social Security benefits may be taxed
- How Required Minimum Distributions (RMDs) work
- Uncovering potential sources of income
- Strategies to help minimize taxes in retirement
This informative luncheon is FREE at WJCT studios. Reserve your seat today!
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and First Coast Financial Group, Inc. are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management.
Wednesday, October 4, 2023
11:30 am - 1:00 pm
100 Festival Park Avenue
Jacksonville, Florida 32202