Lunch and Learn: Tax Strategies and Income Planning 101

Event Details

  • Proactive Tax Planning Ideas
    • Roth Conversions
    • Tax Deferred Accounts
  • How is Social Security Taxed?
  • How is RMD Calculated?
  • What is an Income Plan?
  • Annuities and Income: Q & A?

Venue

Bayntree Wealth Advisors
6720 N. Scottsdale Rd., Ste. 340

Date

Wednesday - March 9th, 2016

Time

12:00 p.m.

Map

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