Taxes in Retirement
An educational seminar to help you take control of your taxes and optimize your retirement income.
Who is this seminar for?
- Seminar content is geared towards retirees and those approaching retirement with a retirement nest egg of at least $500,000.
What will you learn?
- A basic overview of the tax rules as they apply today.
- How lost deductions may affect your taxes and income in retirement.
- Common misconceptions about taxes in retirement.
- Tools and strategies available to help develop a retirement tax strategy.
- Strategies to protect yourself against the taxation of Social Security.
- How rising taxes may affect your retirement cash flow.
In this seminar we will help you to:
- Optimize your retirement income to make the most of your income sources
- Determine which investments could be appropriate to build an income-producing portfolio
- Prepare for a more rewarding and comfortable retirement lifestyle
How much does the seminar cost?
This is a free educational seminar for all participants. Seating is limited. Registration required.