THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) could impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person's tax situation is unique, and the tax rules can change year to year, it may be challenging to get accurate and timely information.
ATTEND THIS SEMINAR TO LEARN:
- The new tax reform rules and their impact on your retirement
- Ways to potentially protect yourself against volatile market conditions
- The changing rules for a retiring generation of baby boomers
- How loss deductions may affect your taxes in retirement
- Common misconceptions about taxes in retirement
- Possible tools and strategies available to retirees to help develop a retirement tax strategy
- A basic overview of the tax rules as they apply today
- Strategies to help avoid the over-taxation of your Social Security income
- How rising taxes may affect your retirement cash flow
We feel that using the information you'll learn during our seminar, you'll be better positioned to develop a successful retirement tax strategy that can potentially help you avoid over-taxation - all with the goal of saving you money.
FREQUENTLY ASKED QUESTIONS:
Is there a cost to attend?
No, there is no cost to attend.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed?
No there will not be any discussion of any investments whatsoever.
