Is your 401K/IRA an IOU to the IRS?

Is your 401K/IRA an IOU to the IRS?

Osiwala Financial Group (map)

Did you ever think that your IRA could be an IOU to the IRS? Many people are unaware of the potential tax problems that may be concealed in their nest egg. Come join us and learn about the liabilities lurking in your IRA and some timely tax-reduction strategies that could potentially make a major difference in dollars for your life and the legacy you leave to your family. A simple and easy way to help ensure you cover all of your bases is by attending this workshop, hosted by Osiwala Financial Group. You’ll benefit from the lessons learned by working with thousands of people, just like you! Don’t leave anything to chance! Invest 60 minutes in your financial future!

This event is limited to the first 20 RSVPs!

To RSVP, call Kristen at 248-828-8000 or click below.

Taxes in Retirement Workshop

Taxes in Retirement Workshop

Osiwala Financial Group (map)

Regardless if you file taxes on your own or if you have them prepared by your CPA, it probably doesn’t come as a shock that many people find our tax system confusing. For those individuals who are getting close to retirement or are already retired, it can leave even the most seasoned tax filer perplexed. Our Tax Clarity workshop is designed to give you a better understanding of how taxes are different in retirement and how you could avoid some very common pitfalls. This workshop will cover:

✓ Ways to understand the tax rules we live under
✓ How to identify misconceptions about taxes in retirement
✓ Understanding the tools and strategies available to middle-income retirees
✓ How to avoid the political and stick to the actionable
✓ And more 

This event is limited to the first 20 RSVPs!

To RSVP, call Kristen at 248-828-8000 or click below.

Social Security Workshop

Social Security Workshop

Osiwala Financial Group (map)

Choosing the right Social Security election may be the most important decision of your retirement!
This one decision you will make could impact your retirement by thousands of dollars and you do not get a do-over!

This event is limited to the first 20 RSVPs!

To RSVP, call Kristen at 248-828-8000 or click below.