Optimizing Your Tax Strategy
Gain Control of Your Taxes in Retirement
Tuesday, May 11th
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 Financial, Estate, & 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.