If you’re approaching or already in retirement, it’s important to understand how current tax regulations, including recent changes, can affect your retirement income without you even knowing.
By attending this seminar, you’ll learn about the most up-to-date and comprehensive information regarding retirement taxation and how to potentially save thousands of your hard-earned dollars. This includes efficient ways to manage your income sources – whether they’re Social Security, 401(k)/IRA, other sources, or a combination of them all. With this knowledge, you’ll be better prepared to develop a successful retirement tax strategy that could help protect your income from excessive taxes and ultimately help you save more money.
This seminar, which has already guided nearly 1.8 million people nationwide through the complexities of retirement taxes, is designed to equip you with useful knowledge through an experienced financial professional. Sign up today to join a growing community committed to financial clarity and confidence.
✅ 66% of Americans are worried they’ll run out of money in retirement.
✅ Ways to potentially protect yourself against volatile market conditions.
✅ Balancing pre-tax Traditional IRA/401(k), post-tax (Roth IRA), and taxable accounts to manage future tax liability.
✅ Common misconceptions about taxes in retirement.
✅ Will taking RMDs push you into a higher tax bracket?
✅ Possible tools and strategies available to help develop a retirement tax strategy.
✅ Strategies to help protect yourself against the taxation of your Social Security income.
✅ The new administration’s tax changes and how they could alter your retirement plan.
✅ The SECURE Act 2.0 and what this legislation means for you.
✅ How Real Estate investments can impact your taxes in retirement.