Tariffs & Retirement Workshop hosted in Charlotte, NC

WORRIED ABOUT TARIFFS, TRADE WARS, AND TAXES DERAILING YOUR RETIREMENT?

Many investors are unsettled by our current economic uncertainty, market volatility, and geopolitical risks. Tariffs have been all over the news. Our team is being asked, "Is my financial plan designed to succeed even in a tariff war?"

Many aspects of everyday life change when you retire. One of the biggest changes you will be faced with involves your finances. You may benefit from professional guidance in the face of potential sequence of returns risk that you could face if the markets drop at the wrong time. This is especially needful when we add the potential changes to our current income tax code, Social Security and Medicare. The timing of taking Social Security is the most important financial decision you will have to make.

In the face of this, many retirees are finding it difficult to plan for a predictable retirement income. It is important to know how you can position yourself for better returns on your investments, potentially lower taxes and a more predictable retirement income stream. You’re not alone. With rising geopolitical tensions, market volatility, and the growing talk of trade wars and changing tax laws, many retirees and those nearing retirement are asking the same question: “Is my retirement plan built to withstand economic uncertainty?”

Attend This Workshop And Learn:

• What tariffs are and how they impact our economy and market investments
• How tariffs may impact volatility and steps you can take to protect yourself
• Implications for cost of living, social security, health care and taxes
• What tariffs and trade wars really mean for your retirement portfolio
• How to utilize financial vehicles that can reduce your tax burden and help your savings last a lifetime
• Tools and methods available to retirees to help develop a retirement tax and income strategy
• Common misconceptions about the markets and the economy in retirement
• Strategies to help reduce your tax burden and make your money last

The concepts discussed are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during this workshop, you’ll be better positioned to develop a successful retirement and estate strategy that can potentially safeguard you from over-taxation, all with the goal of saving you money.

If you would like more information on how taxes impact your retirement income sources, this workshop is for you!

The Library is not a sponsor nor does it endorse any practice or points of view of the sponsor of the workshop.