Taxes In Retirement

TAXES IN RETIREMENT (EDUCATIONAL WORKSHOP)

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED
Understand the potential impact taxes have on your retirement income.

Retirement is rated one of life’s most stressful events. Do you have a Retirement Tax Strategy?
Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you will take income. Your paycheck may have stopped, but taxes continue. It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income.

IMPORTANT TAX STRATEGIES!!!

How to tap into your retirement accumulations and make the most of your income streams?

How to determine which investments could help build an income-producing portfolio?

How to prepare for a more comfortable and rewarding retirement lifestyle?

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Taxes In Retirement 567 nor the Financial Advisor presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy. Watch an online workshop here.

Attend this workshop & learn about:

Understanding the official new tax reform rules and their impact on your retirement
The changing rules for a retiring generation of baby boomers
How lost 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 protect yourself against the taxation of your Social Security income
How rising taxes may affect your retirement cash flow

ATTEND AN ONLINE WORKSHOP
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