Upcoming events.
Taxes in Retirement
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income.
If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.
Join us at the Grand Glaize Library for an informational seminar covering Taxes In Retirement on January 20 at 6:00 PM - 7:30 PM, or January 27 at 1:00 PM - 2:30 PM.
The seminar will equip you with up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during the seminar, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money
Taxes in Retirement
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income.
If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.
Join us at the Grand Glaize Library for an informational seminar covering Taxes In Retirement on January 20 at 6:00 PM - 7:30 PM, or January 27 at 1:00 PM - 2:30 PM.
The seminar will equip you with up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during the seminar, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money
Retirement Income Webinar
Learn how different strategies can affect your retirement for good or for bad. We will discuss Social Security, Asset Allocation, Retirement Withdrawals, and Taxes in Retirement. All registrants will receive the recording of the webinar, and all attendees will receive a complimentary copy of our Retirement Income Guidebook.