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New Retirement Tax Strategies

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Fridley Community Center

6085 7th Street Northeast

Fridley, MN 55432

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DETERMINE THE POTENTIAL IMPACT THE NEW TAX LAWS HAVE ON YOUR RETIREMENT INCOME


Have you created a strategy for dealing with taxes in retirement?

Join us at Fridley Community Center for an informational and educational presentation covering New Retirement Tax Strategies on Wednesday, January 24 from 1:00-2:30 PM.

Understanding tax strategies and managing your tax bill are an integral part of a sound financial approach. Conversely, ignoring the tax ramifications of your investment portfolio may result in lower overall performance. It's not necessary to have a comprehensive understanding of the tax code. But to manage the impact of taxes, it's critical to understand a few concepts and principals.


Attend this presentation and learn about:

  • The changing tax laws and their impact

  • What are the new rules for retiring individuals

  • What your tax return says about you

  • Tax-favored investing and tax-saving strategies

  • Tax planning opportunities

  • Strategies for home owners.


Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Summit Investment Advisory Services, a Registered Investment Advisor. Summit Investment Advisory Services and Summit Investment Advisors are separate entities from LPL Financial.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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Date and Time

Location

Fridley Community Center

6085 7th Street Northeast

Fridley, MN 55432

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