Taxes In Retirement Seminar

If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we've developed a special seminar that has already helped people navigate the retirement tax maze.Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during our 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.

Attend this seminar and learn about:

  • Common misconceptions about taxes in retirement 
  • Understand the official new tax reform rules and their impact on your retirement
  • Strategies to help protect yourself against the taxation of your Social Security income
  • The changing rules for a retiring generation of baby boomers
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy 
  • How rising taxes may affect your retirement cash flow 
  • How lost deductions may affect your taxes in retirement 
  • A basic overview of the tax rules as they apply today