You and a guest are invited to join us for a Complimentary Dinner Event :
Understanding different Retirement STrategies
SPACE IS LIMITED! REGISTration DEADLINE IS Oct. 18th:
OCT. 26th at 11:15 AM FULLOCT. 28th at 6:15 PM FULL
Golden Valley Brewery & Restaurant
1520 NW Bethany Blvd., in Beaverton
In this live event, presented by Jim Malanowski, he will show you various methods for protecting your income in retirement. In addition, we’ll review ways to create tax-free or tax-deferred retirement income.
In this no-cost, no-obligation dinner event, we’ll discuss:
In these challenging times, the Federal government has spent trillions of dollars more than in previous years. What does this mean for taxes, required minimum distributions and your retirement? Join us for this informational live event.
Learn:
UNDERSTANDING THE MARKET
- The Secure Act of 2019 & What It Could Mean for You
- Common Problems with Qualified Retirement Plans
- Why Certain Annuities Are Just As Risky As the Market
- 3 Types of Market Trends & How They Could Impact You
- Could Government Spending Impact Your Retirement?
LEARNING ABOUT YOUR ACCOUNTS
- Fees & Charges – how they work & how to know what you’re paying now
- The Importance of Mitigating Losses
- Company Ratings – why they matter
- Pensions, Annuities, & Retirement Accounts
- 401(k)/IRA/403(b) and more
TAX & BENEFICIARY ISSUES
- Tax-deferred and tax-free income options
- Beneficiary tax considerations
- Life insurance, annuities, pensions and retirement accounts
- Tax implications for different retirement options
- Potential tax-free retirement options
LIFETIME INCOME OPTIONS
- Getting reasonable rate of return on your money
- Avoiding market risk with your retirement income
- Creating an income you can’t outlive
- Strategies for secure retirement income – for life
- Securing your wealth no matter what happens in the market
This event is open whether you are an existing client or just wanting to learn more about your options. There is no cost to attend and no obligation.
We’re open for business despite this virus because no one should have financial concerns on top of health concerns. You can’t quarantine your retirement. We are here to help.
OUR CORE PRINCIPALS
- Safety First
- A Reasonable Rate of Return
- Keeping it Simple
Our Company
James W. Malanowski LUTCF
Oregon Ins. Lic. #34228
Washington Ins. Lic. #161643
Utah Ins. Lic. #202605
Arizona Ins. Lic #34228
Idaho Ins. Lic. #34228
California Ins. Lic. #4114966
Tennessee Ins. Lic. #832696
Nevada Ins. Lic. #42828
Texas Ins. Lic. #1003377
Green Line NW, LLC
Oregon Ins. Lic. #100293643
-
2305 SE Washington St.
Suite 102
Milwaukie, OR 97222
-
1025 NE Roberts Ave.
Suite A
Gresham, OR 97030
-
Park Plaza West
10700 SW Beaverton Hillsdale Hwy. Bldg. #2, Suite #470-10
Beaverton, OR 97005
-
4610 NE 77th Ave.
Suite 136
Vancouver, WA 98662
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.