AVOID THE  TAX MISTAKES THAT COULD COST YOU THOUSANDS!

Discover why NOW is the time to prepare for Retirement & Taxes

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Midlothian Campus
800 Charter Colony Pkwy.
Midlothian, VA 23114

Thursday, September 19th
6:00pm

Want to learn how to optimize your retirement for taxes?
This event will answer your most pressing questions!

Discover specific taxes you can potentially reduce or possibly eliminate with a tax efficient strategy

Learn about the window of opportunity  IRA & 401K owners have to leverage 2018 Tax Reform  for potentially lower retirement taxes!

Discover what 80% of Baby Boomers can do NOW that  income taxes are lower source

Discover how sequencing withdrawals from certain retirement accounts may reduce your taxes in retirement

Understand how lost deductions could cause your retirement taxes to be higher than expected (and how to plan for it)

Learn how new changes to tax laws could affect the taxes you owe on your social security income!

Many Americans will pay more tax on their IRA distributions than they ever saved in their IRA.

 Learn how we may help you keep more
of your hard-earned savings! 

RSVP NOW

Join Us For A Brand-New, Must-Attend Live Event
Midlothian's Financial Advisor is hosting a powerful Retirement & Tax Workshop

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About the Presenter

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Learn what changed with the new tax reform law and how your retirement may be impacted

Identify and avoid some of the most common and costly tax mistakes many Baby Boomers make in retirement

Understand how lost deductions may cause your tax rate to go up (not down) in retirement

Discover how you may be able to reduce (or even eliminate) certain taxes (including tax on Social Security income!)

Tuesday, September 24th
6:00pm

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Isaac is a comprehensive financial advisor with a focus on retirement planning and asset preservation for families and retirees. He is well recognized in the community and has been helping families and retirees reach their financial, retirement and estate-planning goals for over 18 years. He has built a reputation with his colleagues and clients as a problem-solver while providing exceptional customer service.

Isaac has passed the Series 65 securities exam and holds licenses in life and health insurance in Virginia, Georgia and several other states. Registered as an Investment Adviser Representative, Isaac upholds the fiduciary standard, which means he puts the interests of his clients ahead of his own. He earned his ChFC® (Chartered Financial Consultant®) certification and is a graduate of Virginia Commonwealth University.

Isaac Wright

804-777-9999  •  info@fdaamail.com •  13537 Waterford Pl., Midlothian, VA 23112

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https://www.theatlantic.com/politics/archive/2017/12/why-dont-63-percent-of-americans-realize-theyre-getting-a-tax-cut-for-christmas/548852/
https://www.washingtonexaminer.com/80-percent-of-taxpayers-would-get-tax-cuts-next-year-under-gop-bill-think-tank-says

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