Two Items to be Discussed:
1. What the Beneficiaries of Your Financial Assets Should Know on How to Minimize Taxation of those Assets.
2. Market Expectations for 2014.
Do your beneficiaries understand how your assets will be taxed when you die? This may be a good time to bring them to this meeting, or give them notes on what I’ll present. Many people who inherit money from mom, dad or a relative don’t know what to do with IRA assets, annuities, 401(k) plans or investment non-qualified accounts. They sometimes pay more in taxes than they should.
Also- projecting what the markets may do in 2014 will be discussed. Lots of professionals think it’ll be a good year. Some worry that a correction is right around the corner. A consensus of several professional money managers will be presented along with their investment sector preferences.
This has been a long rally and new market highs touched almost everyday. What’s in store for us investors? I’ll have that plus a Q & A at the end.
Yes, you can bring a friend or beneficiary. Just let me know how many will be attending so I can set a plate and chair.
Saturday February 8th at 8:30 AM.
I’ll have a 15 page report for each attendee. You only need to bring a pen to make notes.
Lots of coffee, tea, juice, pastries, fruit at Sycamore Golf Club. Macomb, Michigan. North Avenue.
You can email me at pstanley@westminsterfinancial.com or call me at 586 295 0430.
SECURITIES OFFERED THROUGH WESTMINSTER SECURITIES, INC. MEMBER FINRA/SIPC
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