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Taxes in Retirement

Learn how to minimize taxes without lowering your standard of living or purchasing power. 

This is a complimentary class on how you may be able to reduce and or eliminate your tax liability on your qualified retirement accounts prior to retirement.

Register today, even if you can’t attend at the scheduled time for this class, as we will send out a replay link of this class.  This way, you can watch the online class on your mobile device or computer.

What You Will Learn:

  • TAXATION – Discover ways to pay the minimum in taxes when rolling over your 401(k), 403(b), 457, Thrift Savings or Lump-sum Pension.
  • MARKET VOLATILITY – Get the play-by-play on new strategies few people are using to avoid the Wall Street rollercoaster, but still grow their money
  • SOCIAL SECURITY – Did you know that up to 85% of your Social Security benefits can be taxable? Increase your cash flower with effective filing strategies.
  • RMD’s – Retirement accounts have rules, and if broken, can carry stiff penalties and tax consequences.  We will explain these in detail.
  • INCOME DISTRIBUTION – Knowing when and how to withdraw from the right accounts will help keep you out of the strike zone later in your retirement!
  • PORTFOLIO STRATEGIES – Knowing when and how to withdraw from the right accounts can help keep you from running out of money later in your retirement!
  • AVOIDING MISTAKES – Making a mistake with your retirement income plan could cost you thousands.  Learn how to avoid the most common errors.

Why We Created This Online Webinar:

If you’re like most hard-working Americans, you don’t want to work forever, and retirement is something you’re looking forward to enjoying.

Chances are you’ve seen the market go up and down over your career and you’re looking for strategies to help create a durable, inflation-protected income plan to last throughout a lifetime. 

We host these classes to help inform those who are looking

RSVP: Taxes in Retirement

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