Is a Tax-Free Retirement possible?

Learn the answers to this and more at our

Special Dinner Event at

Cattlemen’s in Rancho Cordova
12409 Folsom Blvd, Rancho Cordova, CA 95742

on Tuesday, June 22nd at 6pm

Join us for a gourmet steak dinner (on us!) as we discuss ways to maximize your retirement income – tax-free!

If you have a guest you would like to bring they are welcome to attend if they are over the age of 40. They are REQUIRED to register in order to attend. Please share the link!

Complimentary Gourmet Meal & Educational Presentation:

“Tax-Free Income Strategies”

Andrew with Tower Bridge Financial as we discuss tax-free income options for retirees and how to leverage them in your retirement plan. On Tuesday, June 22nd we’ll discuss:

Implications of Taxes In Retirement

  • What happens to your retirement income if taxes go up?
  • Current tax laws: how they impact your income401(k), IRA, and other retirement accounts
  • Planning for tax implications

Tactics For a Tax-Free Income

  • Financial products that may provide tax-free income
  • Insurance Vs.Investments: how the rules differ
  • Key factors in choosing a tax-free income strategy
  • Maximizing your retirement income

Benefits of Tax-Free Retirement Strategies

  • Protecting your money while it grows
  • How to provide tax-free income for your beneficiaries
  • Eliminating the need for probate
  • How to add flexibility and tax-free liquidity to your portfolio

Why Tax-Free Income Matters

  • How taxes can change your overall retirement picture
  • Possible ways to enhance your income
  • Ways to protect and grow your money, tax-free
  • Can you retire tax-free?
REgister Today, Space is limited!

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

  • 9300 W. Stockton Blvd., Ste 210
    Elk Grove, CA 95758
  • Privacy Policy
  • 1024 Iron Point Rd., Ste. 100
    Folsom, CA 95630
  • Site Map

SERVICES

  • Retirement Strategies
  • Annuities
  • Life Insurance

CONTACT

  • 916-897-9258
  • 916-897-9379 (fax)

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

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.

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