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