Taxes in Retirement

Market downturn, inflation, tax changes, and much more. You might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

Join us for an educational class covering Taxes in Retirement (including ways to deal with the current market environment).

Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and ways to help position yourself for better returns with the current market volatility and inflation.

It is important to know and understand ways to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

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

If you would like more information on ways to potentially maximize your retirement income, in this current environment, this workshop is for you.