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