Loading Events

Smart Retirement Tax


December 7


11:30 am - 12:30 pm

Join us for this complimentary, no-obligation workshop to discover how the future can be one of the most exciting times of your life! During our educational events, our goal is to provide you with key financial strategies to help increase your income, reduce taxes, and keep you from running out of money during retirement.

Key Discussion Topics will include:

  • Discover why taxes could be a TOP expense in retirement (and how to reduce or eliminate them).
  • Learn why 401(k)s, IRAs, and 403(b)s could be the least tax-efficient accounts during retirement.
  • Find out how to leverage current low tax rates to help protect against higher tax bills down the road (especially with tax reform looming).
  • Understand the 4 ways retirement accounts are taxed and the problems with IRAs that many retirees miss.