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HOW TO OPTIMIZE

YOUR IRA TO ENHANCE

INCOME, TAX AND INVESTMENT PLANNING!

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Discover NEW IRA RULES and how the 2020 SECURE ACT could impact on your Investments, Income, and Legacy!

Reserve Your Seat NOW to LEARN

the 3-STEP STRATEGY

designed to

ENHANCE YOUR IRA

during a lifetime and at death!

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Thurs, February 13th

Filled

Beaumont Library

Filled

Thurs, February 20th

@ 2:00PM - 3:00PM EST

Eastside Library

Limited Seating

LEARN THE BLUEPRINT TO HELP ENHANCE YOUR IRA IN 2020 AND BEYOND!

INCOME

3 methods to help increase IRA income ... without relying on market growth
An updated approach to income planning ... and how it can help enhance other areas
The true danger threatening the popular 4% income rule
2 Ways to leverage your RMD to help yourself and others

INVESTING

An updated investing approach designed to profit in both up AND DOWN markets
How changing times have impacted traditional investing methods ... and what you should do now
A new way to use bonds in your portfolio
The new reality facing the common "Risk to Reward" theory

TAXES

2 strategies designed to turn your taxable IRA into tax-free income
Loopholes to consider ... and tax traps to avoid
How to use new tax laws to optimize your IRA ... and prepare for future tax increases
A little known concept using charitable contributions to potentially eliminate tax on your RMD

LEGACY

Mistakes to avoid when leaving an IRA to your spouse ... and what to consider instead
A method designed to enhance your legacy for loved ones
How to utilize an IRA to help protect against the threat of healthcare expenses
What to do now that the Stretch IRA has been eliminated

" True wealth is what money can't buy and death can't take away."

Advisory services offered through Enhance Wealth, a member of Advisory Services Network, LLC, 6600 Peachtree Dunwoody Rd, Embassy Row 600, Suite 575, Atlanta, GA 30328. 770 352 0449. Insurance products and services offered through Enhanced Capital, LLC. Advisory Services Network, LLC and Enhanced Capital, LLC are not affiliated. Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation.