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January 28, 2015

The Power of Tax Deferral (Series 1 of 3)

january, 2015

28jan12:00 pm1:00 pmEvent OverThe Power of Tax Deferral (Series 1 of 3)

Time

(Wednesday) 12:00 pm - 1:00 pm

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

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Part one of a three part series.  In this meeting we will evaluate the power of tax deferral.  Tax-deferred investing may significantly increase the value of your retirement assets over time and may provide more retirement income in the future. We will compare the accumulation and distribution values of a taxable and a tax-deferred account. Did you know there are ways to mimic the current asset allocation in your managed account but have tax deferral as an option? We encourage you to bring your most recent brokerage statement and allow South Coast to show you how maximize tax efficiency in 2015. (Topic: Tax Deferral).

january, 2015

28jan12:00 pm1:00 pmEvent OverThe Power of Tax Deferral (Series 1 of 3)

Time

(Wednesday) 12:00 pm - 1:00 pm

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

RSVP Now

  or  Register

RSVPing is closed at this time.

Can not make it to this event?Change my RSVP

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