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Protecting your nest egg:

Navigate markets/avoid common tax traps in Retirement

Presented by Alex Menassa, MT, CPA, JD Senior Financial Planner, Szarka Financial

Protecting your nest egg:  Strategies to navigate current markets and avoid common tax traps in Retirement

Talking points include:

Review of current market conditions.
Common mistakes investors make with their retirement nest egg.
How to avoid common tax traps many people make in retirement.

All rights reserved. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC, to the residents of: AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MD, MA, MI, MN, MT, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA.

Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated. Cambridge does not offer tax advice.

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