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Join Registered Investment Advisor* Jim Bear of J. Alan Financial and CPA Rebecca Moser**of Moser & Associates as they review the top 10 mistakes IRA/ 401(k) Owners and Tax Payers make.
Jim will show you the top 5 mistakes IRA/ 401(k) owners make:
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*Pay unnecessary taxes and fees.
*Lose their ability to stretch tax advantages over extra decades.
*Keep outdated beneficiaries.
*Leave assets with their company after retirement.
*Have IRA funds in assets that don’t match their retirement needs.
Rebecca will show you the top 5 mistakes Tax Payers make with:
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*Standard and itemized deductions.
*State tax and sales tax deductions.
*Charitable deductions.
*Education credits and deductions.
*Self prepared return.
Refreshments will be served.
*Jim Bear is an Investment Advisor Representative. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor .
**Rebecca Moser and Moser & Associates has no affiliation with J. Alan Financial nor is she affiliated with Global Financial Private Capital, LLC. She is not a licensed investment advisor and therefore cannot give investment advice.
