2014 Tax Guide, 1-hr Tax-free Retirement Planning in Mt View

2014 Tax Guide 40 changes from IRS

2014 Tax Guide from Forbes

Dear Peninsula and bay area residents,

A free 1-hr tax-free retirement planning seminar will be held at the Mt View Library March to Dec 2014 (9am-6pm).  Speakers will be invited from various financial service and tax-preparation companies.

Contents:

  • Health and Financial Threats
  • Avoiding foreclosures
  • Seven ways we are taxed
  • Taxed, tax deferred and tax advantage or tax free retirement savings
  • Index strategy with zero market risk
  • Index Universal Life Policy for 0-80 yr olds
  • Index Annuities
  • Long term care planning and costs
  • College and retirement plans and choices
  • Limitations of IRA and 401k
  • Summary of changes in tax laws in 2014
  • Supercharge retirement strategy
Contact Connie Dello Buono 408-854-1883
motherhealth@gmail.com for more information
Cost: Free

Published by

connie dello buono

Health educator, author and enterpreneur motherhealth@gmail.com or conniedbuono@gmail.com ; cell 408-854-1883 Helping families in the bay area by providing compassionate and live-in caregivers for homebound bay area seniors. Blogs at www.clubalthea.com Currently writing a self help and self cure ebook to help transform others in their journey to wellness, Healing within, transform inside and out. This is a compilation of topics Connie answered at quora.com and posts in this site.

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