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.
We have provided you with an online video presentation that we teach in our offices but at the convenience of your own computer. This information will be very helpful in helping you with a tax strategy that may be used during your retirement years.
WHAT YOU WILL LEARN ABOUT:
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.
We have provided you with an online video presentation that we teach in our offices but at the convenience of your own computer. This information will be very helpful in helping you with a tax strategy that may be used during your retirement years.
WHAT YOU WILL 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
ONLINE TAX WORKSHOP WEBINAR
The speakers below have recorded an EDUCATIONAL ONLY webinar on the same concept that we implement in our office. After watching one of these videos, if you would like a Personalized Tax Analysis of your own, just submit the request. We will be more than glad to help you learn.
The speakers below have recorded an EDUCATIONAL ONLY webinar on the same concept that we implement in our office. After watching one of these videos, if you would like a Personalized Tax Analysis of your own, just submit the request. We will be more than glad to help you learn.
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Request your own Tax Analysis
We will send you our FORM that will help us generate your own personalized tax analysis that you have seen in the video above. This is a value educational only piece. Have a proper Tax advisor review.
We will send you our FORM that will help us generate your own personalized tax analysis that you have seen in the video above. This is a value educational only piece. Have a proper Tax advisor review.
The contents of this Educational Only material and its attachments are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and it's employees are not tax or legal advisors and are not operating in such a manner.
