Protection
Savings
Growth
Increase Your Lifetime Tax-Free Wealth by Up to 97%
The New Roth Blueprint converts your IRA with no out-of-pocket costs.
Join us at Benvenuto Restaurant in Boynton Beach for the Roth Blueprint workshop, hosted by PSG Financial Group LLC. In plain English, you’ll see what the extended tax cuts mean for your IRA, how RMDs and IRMAA can quietly push your taxes higher in retirement, and how to convert to a Roth the smart way. There will be plenty of room for your questions. If you have an IRA of $250,000 or more, don’t miss this chance to unlock its full potential.
Monday, November 9th 6:00 PM
Benvenuto Restaurant
1730 N Federal Hwy,
Boynton Beach, FL 33435
Seating is extremely limited. Two adult guests (age 50+) per household.
Retirement By Design
Register now, seats are limited.
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What the extended tax cuts mean for your IRA – and why conversion is priority #1
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A “double compounding” cost that could quietly drain over $500K from your future retirement
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The 6 hidden negatives inside every IRA – and the single move that removes them all at once
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How to block the IRMAA tax from hijacking your Social Security checks – legally and permanently
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How RMDs can explode your tax rate and even push you into the top 37% bracket
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How to convert the smart way – without reducing your account or jumping tax brackets
Our seminars will cover specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., but specific financial products will NOT be discussed. The class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. We invite you to have a complimentary Strategy Session with a trusted advisor.
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All registrants are entitled to a free, complimentary strategy session in collaboration with the Association of Financial Educators.
Send us a message and tell us more about your financial goals and needs. On average, people who redeemed these free sessions saved about 1-5% of their total wealth after finding gaps in their financial plans.
Our Office
2101 Vista Parkway, Suite 118, West Palm Beach, Florida 33411, United States
(561) 532-4777
