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Parker Financial LLC Events

A Timely Informational Event For IRA and 401(k) Owners

What you Need to Know About Your IRA

Many people contribute to their IRAs, 401(k)s, and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until it’s too late. It’s like driving down the road to retirement without a map (or nowadays, a GPS).

Please join Jason Parker for a presentation especially for retirees or those retiring soon. He will explain (in plain English) important IRA rules and tax saving strategies, along with common costly mistakes that are easily avoided – if you know what you’re looking for.


Dinner, Tuesday, April 25 at 6pm
Anthony's Restaurant, 20 Washington Ave, Bremerton, WA 98337

or

Dinner, Wednesday, May 3 at 6pm
Anthony's Restaurant, 20 Washington Ave, Bremerton, WA 98337

Topics we’ll cover include:
• How to avoid running out of income during retirement.
• How to avoid losing up to 50% of your IRA to federal and state income taxes!
• The biggest mistake you can make when doing an IRA rollover at retirement.
• If you recently converted to a Roth IRA (or you’re thinking about it) what’s next? Find out why not having a plan in place could end up being a costly mistake.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 70½.
• The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard-earned money!)
• How you can potentially turn even a small IRA into a HUGE asset for your children or grandchildren.

If you own a traditional IRA, SEP, Simple IRA, 401(k), 403(b) or 457, you owe it to yourself – and your family – to attend this program.

Reservations are required. Seating is limited and fills quickly.

Call our 24-hour reservation line at: (844) 323-4222 (Toll Free, 24 hours)

Register online at: www.youRSVP.com and enter code: WAZJUD


This is not a solicitation for any security. No individual tax advice is given. Please consult a licensed professional. Jason Parker is insurance licensed and has passed the series 65 exam. He offers annuities, life & long term care insurances as well as investment services. We reserve the right to refuse a reservation request from an individual or group and reserve the right to cancel an existing reservation. First time attendees and existing clients receive preferential status in the event we need to refuse a reservation. For more details, please call us at Parker Financial LLC 360-337-2701. Sound Retirement Planning is a dba of Parker Financial LLC. Not affiliated with a government agency. Address: 9057 Washington Ave NW #104, Silverdale, WA 98383.

*Anthony’s does not endorse nor recommend any of the views nor opinions expressed by Jason Parker or this seminar. All company names, brand names, trademarks and logos are the property of their respective owners.

Notice: Financial advisers will be charged $1500. Attorneys and CPAs are welcome. Spouses urged to attend.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Parker Tax Advisors, Social Security Planner, Annuity Expert, LTC Expert, Insurance Services of Parker Financial, LLC & Parker Financial. Home office located at 9057 Washington Ave NW, #104, Silverdale, WA 98383. Jason Parker, RICP® has passed the series 65 exam and has a Washington State insurance license. Parker Financial LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to person that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.