You are invited to join us for an online informational workshop on Taxes In Retirement!

S.M.A.R.T. Taxes In Retirement

An online workshop on how to pay fewer taxes in retirement.

Online Taxes In Retirement Workshop

Tuesday, November 24th
6:30 PM

Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop!

You can watch the online workshop from your mobile device or computer.

We will discuss the following:

1

Taxation

Discover how to potentially pay the absolute minimum in taxes when taking your required minimum distributions. (RMD)

2

Market Volatility

Get the play by play on new strategies most people are not using to avoid the Wall Street roller coaster, but still grow their money.

3

Social Security

Learn why up to 85% of your Social Security benefits can be taxable? Potentially increase your cash flow with effective filing strategies.

4

RMD's

Retirement accounts have rules that, if broken, can carry stiff penalties and tax consequences. Learn how this may affect you. 

5

Income Distribution

Knowing when and how to withdraw from the right accounts may keep you out of the strike zone later in your retirement!

6

Avoiding Mistakes

Making a mistake with your retirement income plan may possibly cost you thousands. Learn how to avoid the most common errors.

Reserve your spot Today!

Why we created this online workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.