Percy E. Bolton Associates, Inc.
On-demand
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Saturday, January 22, 2022 · 11:00 AM MSTPlanning for the personal needs and financial security of a loved one who is elderly, disabled or has special needs may seem overwhelming, but by proceeding in an organized fashion, you can provide for the security and well-being of a loved one.
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Saturday, December 4, 2021 · 10:00 AM PSTPlanning ahead is about preparing for the future today.
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be t... -
Saturday, November 20, 2021 · 10:00 AM PSTRoth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions from Roth IRAs are completely free from federal income taxes. Is a Roth IRA right for you? The answer is a complicated one, and de... -
Saturday, November 13, 2021 · 10:00 AM PSTOne of the largest expenses you may face in retirement is the rising cost of health care. This timely webinar can help you estimate how much you might need for health-related costs and how to develop a plan to help pay for them. It will explore st... -
Saturday, November 6, 2021 · 10:00 AM PDTDiscover sound financial strategies to help strengthen your portfolio
We’ve certainly had our share of market volatility. But the fact remains that economic uncertainty — in the United States and abroad — can spur volatility in the financial mar... -
Saturday, October 30, 2021 · 10:00 AM PDTHow will taxes affect your retirement?
Have you protected your savings from the impact of rising taxes in the future?
Take advantage of current tax provisions before they expire.
Tax rates implemented by the Tax Cuts and Jobs Act are historical... -
Saturday, April 3, 2021 · 10:30 AM PDTMost people pay more taxes in retirement than is necessary. Because they don't understand the role of taxes in retirement, they end up stumbling into horrific, costly mistakes.
This webinar discusses the following four key ideas:
• Key #1: You h...
Past
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Thursday, April 29, 2021 · 10:30 AM PDTThe Secure Act is the biggest retirement related legislation in over a decade. New savings and tax planning opportunities demand everyone's attention. Funding retirement is one of the biggest challenges we face. The Secure Act rules will impact 40... -
