Potentially Reduce Tax Penalties During a Market Slowdown!

Exclusive Webinar for Corporate Employees:

We will be having a webinar for employees on strategies you can use to potentially reduce tax penalties during periods of high inflation. The webinar will be on: Thursday, April 3rd at 10 AM PST. We’ll cover the many changes happening over the last few months. You can sign up for the webinar by clicking below:

Topic: Make Tax Time Easier with the Ultimate 2025 Income Tax Checklist!
Date: 4/3/2025
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Wesley Boudreaux

Topics Will Include:

1. How to potentially reduce taxes and penalties during the retirement planning process.
2. What exactly are taxable events, and how can they be reduced?
3. Understanding IRA withdrawal penalties and regulations.
4. What are some exceptions to standard IRS rules?
5. How to Prepare for a Potential Tax Increase Under the Biden Plan.

• Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to secure their spot at the earliest to benefit from this exclusive opportunity.

For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.

A little bit more about Wesley Boudreaux

Wesley Boudreaux has been working with corporate clients for more than 20 years allowing him to become very familiar with retirement benefits plans. This allows him to provide you with a full understanding of your benefits as you transition into retirement. 

About The Retirement Group

The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.

Disclaimer

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.

Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.