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A Special Event for Retirees or Those Planning to Retire Soon
Potential strategies to help get to the 0% tax bracket and maximize your retirement.
No matter what career you’ve had in life, your retirement can be the longest and BEST vacation you’ll ever have! There are solutions for every situation. Please join us for an educational workshop for Tennessee Valley residents 50 and older, who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY.
During this workshop, we will reveal techniques and strategies to help you potentially preserve your capital, get more income, decrease your risk and reduce your tax burden. Best of all, you will leave with information designed to help you act immediately such as:
- Why taxes may be the biggest risk you have not planned for
- How to potentially create TAX-FREE retirement income
- Whether Roth conversions make sense considering upcoming tax changes
- How to potentially minimize or eliminate taxes on Social Security
- Learn ways to help protect your assets from long term care costs
- How to identify the right tax choices today to potentially save you hundreds of thousands of dollars in retirement
- Ways to lessen your future tax burden from your retirement accounts now
- How you can benefit from recent tax legislation to reduce your taxes
- Asset allocation strategies to help avoid spending principal when taking income in retirement
- How the upcoming election could impact your taxes in retirement
Don’t miss this enlightening class! You’ll learn how to potentially increase your income, reduce taxes and not run out of money. This is an Educational Program that deals with facts…the good, the bad and the small print.
For more information or to register, call (833) 973-0696 or visit Registration | Retirement Income Solutions