Tax-Free-followup - Tower Bridge Financial

916-897-9258 • admin@towerbridgefinancial.com

Could taxes go up in the future?

WE ARE SORRY WE MISSED YOU AT THE WEBINAR.

Don’t worry though, we recorded it! We are currently setting up 15 minute phone consultations to answer any questions you may have about the presentation. Please do not hesitate to reach out. We are here to help!

This session is offered exclusively by Tower Bridge Financial. The event will be held on Thursday, April 29th at 6:30pm. This is no gimmick, just real time-tested retirement options that can help you understand how a tax-free income may be possible in retirement. Join us as we discuss:

What higher taxes could do to your nest egg
Tax codes of today: what they mean to you
IRAs, 401(k)’s, 403(b)’s and taxes
Proper retirement and tax planning

How insurance may help with tax-free income planning
Why tax rules differ for various retirement options
What to look for in a tax-free income plan
Getting the most of your retirement dollars

Protection of your money
Beneficiaries and tax-free payments
Avoiding probate
Flexible retirement options

The impact of taxes on your overall retirement
Potential ways to expand your income
Protecting and growing money, tax-free
Could tax-free retirement work for you?

Tower Bridge Financial is dedicated to helping you protect your hard-earned retirement income.

Andrew Kagan CA Ins Lic #0H08379

Tower Bridge Financial and Insurance Solutions Inc. CA Ins Lic #0M54060

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IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Andrew Kagan CA Ins Lic #0H08379/Tower Bridge Financial and Insurance Solutions Inc. CA Ins Lic #0M54060 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.