Senior Security of Rockford will host a free, virtual workshop with IRA Tax Management Expert Dennis Tubbergen from 1-4 p.m., Thursday, March 2, at Giovannis, 610 N. Bell School Rd., Rockford.
Dennis Tubbergen, a nationally known, financial opportunity expert with more than 23 years of advanced tax and financial consulting experience, will share advice with Rockford attendees by utilizing the latest in video conferencing technologies.
Through this live, interactive teleconference, participants can learn from Mr. Tubbergen how certain strategies may reduce or even eliminate taxes on their retirement accounts, says Chuck Hansen, Certified Senior Adviser at Senior Security of Rockford. Workshop attendees can learn numerous tax elimination strategies, such as charitable giving that generates positive cash flow, reducing or eliminating required minimum distributions on retirement accounts, converting taxable retirement plan assets into non-taxable assets with little or no tax impact, and uncovering hidden equity buried in their finances.
This interactive tax strategy conference is free and open to the public; however, seating is limited and advanced registration is required. Local residents with at least $250,000 invested in a retirement plan are encouraged to attend. To register, call 1-866-565-7461, ext. 6120, or register online at www.ssor.info.
It is not uncommon for us to discover at least $5,000 in missed tax-saving opportunities for a qualified client, says Hansen. In fact, we are so confident in our ability to discover these tax-saving strategies for our qualified clients that we offer a guarantee of $500 if we dont identify at least $5,000 in tax-saving opportunities.
From the March 1-7, 2006, issue