Trump Tax Reform: The Biggest Tax Changes in 30 Years

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

Come learn about how the latest changes to Tax Reform can impact your retirement, your family, and your legacy for years to come!

  • Creative ways to use the new tax code to get money into tax-free accounts at reduced taxes
  • The hidden tax pitfalls many advisors may miss if they don’t understand the new tax law
  • Why the type of account your money is in may matter even more now than how much money is in your account
  • How you may be able to convert your IRA to a tax-free Roth IRA for 20% less tax and avoid higher Medicare taxes so you can keep more of your retirement savings

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Investment advice is offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC.

Bayntree Wealth Advisors does not provide specific legal or tax advice. Please consult with your tax advisor or legal professional for guidance with your individual situation.

Venue

Scottsdale Mustang Library
10101 N. 90th St., Scottsdale, AZ 85258

Date

Monday - February 26th, 2018

Time

6:00 p.m. to 7:00 p.m.

Map

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