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September 28, 2017

Live Webcast – After Tax Money In Your 401(k)? Hate Taxes?

webcast from SCM

Join us for a live webcast presented by David Sizemore, CFP®

 

after tax FB adPlease join us as we outline an important strategy for those with after-tax assets inside their 401(k).

  • Learn how to determine if you have after-tax assets inside your 401(k)
  • Learn how you may be able to “unlock” the assets, allowing for tax-free growth inside a Roth IRA
  • Review of IRS Notice 2014-54
  • Ongoing strategies with a goal to make the most of your retirement dollars

We encourage you to forward this link to your family, friends, or anyone who has questions about their 401(k).

 

Click a link below to register for a session.

Tuesday, October 10th @ 6pm Eastern

Thursday, October 12th @ 10am Eastern

 

Get to know David.

Click here to learn more about David Sizemore.

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