Optimizing Your Tax Strategy
Gain Control of Your Taxes in Retirement

Thursday,March 23rd

6:00 PM

 

Reserve your personal table!

800.644.4228

 

Join Us for a No Cost, Outdoor, Fresh Air, Gourmet Retirement Event!

You provide the questions…
We provide the answers.

Do you have a retirement tax strategy? If you’re already in, or nearing, retirement, it’s important to understand how taxes, including many significant, recent changes, may impact your retirement income. Join us for a complimentary dinner where we will discuss the following important topics:

  • What’s changing for taxes and Social Security in 2021.
  • Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
  • Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
  • Discover FinancialEstate, & Tax Laws to Secure YOUR Future.
  • How to lock-in historically low tax rates now, before taxes increase.
  • Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
RSVP NOW! – 800.644.4228 – feel free to bring a friend/spouse. Seating is limited due to social distancing guidelines.

STEVEN YAGER

 

With an insatiable fascination with all things God and Science, Steven Yager has created a truly different TEAM approach to Retirement and Estate Planning.

 

Our TEAM takes into consideration all aspects of Your goals and Your Family’s needs giving you comfort, security, and Peace of Mind.

 

Bring your questions!

Location