Asset Guard

Educational Event on Taxes in Retirement at High Point Public Library
2025-08-04 18:00 - 19:00 UTC | High Point Public Library, 901 N Main St, High Point, 27262, United States
Why Attend This Seminar?

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.
What We’ll Cover:

✅ 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.

Educational Event on Taxes in Retirement at Clemmons Library
2025-07-29 18:00 - 19:00 | Clemmons Library, 6365 James St, 27012, North Carolina, 27012, United States

Educational Event on Taxes in Retirement at the Center for Visual Arts
2025-07-21 18:00 - 19:00 | Center for Visual Arts, 200 N. Davie St., Greensboro, 27401, United States

Dinner Seminar at Bleu Restaurant & Bar
2025-03-25 18:00 - 19:30, 2025-03-20 18:00 - 19:30 | Bleu Restaurant and Bar, 3425 Frontis St, Winston-Salem, NC, 27103, United States
Discover Powerful Tax Strategies for Your Retirement –
Join us for one of our exclusive, complimentary dinner seminars, where we’ll reveal how you can potentially reduce or even eliminate taxes on your retirement income. At these informative events, you’ll learn legal strategies to protect and grow your wealth, avoid unnecessary fees, and take full control of your financial future.
Designed for those with IRAs, 401(k)s, 403(b)s, or other investment accounts, our seminars provide valuable insights on how to safeguard your retirement savings and keep more of what you’ve earned.

Why Attend?
✅ Learn how to minimize taxes on your retirement income
✅ Discover strategies to grow and protect your wealth
✅ Avoid unnecessary fees and keep more of your hard-earned gains
✅ Gain peace of mind knowing your financial future is secure

Important Information:

Open to first-time attendees aged 45 and older
Pre-registration is required as seating is limited
Agents, brokers, and children are not permitted

Don’t miss your chance to learn these crucial retirement strategies. Reserve your spot today and start planning for a more secure financial future!
