How To
Rollover Your
401(k) Or Lump-Sum Pension
Tax Free
Rollover Your
401(k) Or Lump-Sum
Pension Tax Free
A complimentary workshop on how you may be able to reduce and or eliminate
your tax liability on your qualified retirement accounts prior to retirement.
A complimentary workshop on how you
may be able to reduce and or eliminate
your tax liability on your qualified
retirement accounts prior to retirement.
Online 401(k)
Rollover Workshop
Online 401(k)
Rollover Workshop
Register today even if you can't attend at the scheduled time as we will send
out a replay of the workshop!
You can watch the online workshop from your mobile device or computer.
Register today even if you can't attend
at the scheduled time as we will send
out a replay of the workshop!
You can watch the online workshop
from your mobile device or computer.
In This Workshop
You Will Discover:
In This Workshop
You Will Discover:
Taxation
Discover ways to pay the minimum in taxes when rolling over your 401(k), 403(b), 457, Thrift Savings or Lump-sum Pension. security.
Portfolio Strategies
Knowing when and how to withdraw from the right accounts can help keep you from running out of money later in your retirement!
Avoiding Mistakes
Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors..
Why We created this
online workshop:
If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.
Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.
We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.
Why We created this
online workshop:
If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.
Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.
We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Missouri. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The Chamberlin Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Please complete this form to register for the online workshop.
We will send out a replay of the workshop if you can't make it at the scheduled time.
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