MANAGING
YOUR WEALTH: TAX ADVANTAGED
STRATEGIES
When considering a conversion from a traditional IRA to a Roth IRA, did you know that there are tax advantaged strategies that exist that may reduce your tax liability?
While conversions generally trigger an immediate ordinary income tax liability, certain strategies may help mitigate that tax impact.
Reserve Your Place
Select your preferred dinner at Eddie V’s Prime Seafood and complete the form below. RSVP is required.
Managing Your Wealth:
Tax Advantaged Strategies
Join Mark D. Panfil of Blue Anchor Wealth Management for a seminar, MANAGING YOUR WEALTH: TAX ADVANTAGED STRATEGIES on January 5 and 7 at 6pm at Eddie V’s Prime Seafood. Enjoy dinner while Mark clarifies how the timing of ground-up real estate development could potentially reduce the taxable liability of a Roth IRA conversion.
January 5 & 7
Seminar dates
Eddie V’s Prime Seafood
Dinner and seminar at 6pm
RSVP required
Seats are limited.
(424) 335-3492
Mark D. Panfil
Founder, Blue Anchor Wealth Management
Your host: Mark D. Panfil of Blue Anchor Wealth Management, has over 38 years of private and public capital market experience, Mark has spent his career focusing on client asset protection and growth.
Seats are limited
and RSVP is required.
January 5 & 7 · 6pm · Eddie V’s Prime Seafood
Seats are limited and RSVP is required. Scan the code on your screen or call (424) 335-3492 to reserve your spot.
