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Retirement & Taxes Today: Avoid The Tax Mistakes That Could Cost You Thousands!


November 12, 2020


10:30 am - 12:00 pm

At this COMPLIMENTARY event…

  • Learn what the Secure Act is and how it changed your IRA or 401k on January 1, 2020
  • Identify and avoid some of the most common and costly tax mistakes many Baby Boomers make in retirement
  • Understand how lost deductions may cause your tax rate to go up (not down) in retirement
  • Discover how you may be able to reduce (or even eliminate) certain taxes (including tax on Social Security income!)

Want to learn how to optimize your taxes in retirement? This event will answer your most pressing questions!

  • Discover specific taxes you can potentially reduce or possibly eliminate with a tax efficient strategy
  • Learn about the window of opportunity IRA & 401k owners have to leverage 2018 Tax Reform for potentially lower taxes
  • Discover what 80% of Baby Boomers can do NOW that income taxes are lower (source)
  • Discover how sequencing withdrawals from certain retirement accounts may reduced your taxes in retirement
  • Understand how lost deductions could cause your retirement taxes to be higher than expected (and how to plan for it)
  • Learn how new changes to tax laws could affect the taxes you owe on your Social Security income!

Learn how we may help you keep more of your hard earned savings!