Tax Free Retirement Planning
Most agree that Taxes will be going up in the future. Now might be the perfect time for you to reposition some of your money into Tax-Free dollars. You will learn about:
Financial strategies that may be used during challenging times.
Products that have the opportunity to earn interest when the Market goes up, but do not lose money when the Market goes down.
Products that may have the opportunity to increase in value down the road, be utilized in retirement and pass to heirs income Tax*FreeTM
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Wilsave Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Date and Time
Thu, Jan 07, 2021
6:00p - 7:00p CST