Retirement Planning in a New Tax Reality

FREE EDUCATIONAL SEMINAR

Many of the decisions you make in preparation and in retirement have specific tax implications. Our goal in this workshop is for you to leave with a better understanding of how taxes are different in retirement and strategies to avoid some very common tax pitfalls.

• You will also learn ways to potentially protect your income and assets from the unexpected
• Understand how lost deductions could cause your retirement taxes to be higher than expected (and how to plan for it)
• Discover how to tap into your retirement accumulations and make the most of your income streams