Taxes In Retirement: How Timing, Taxes, and Income Must Work Together

What’s Your Strategy For Taxes In Retirement?

No matter your journey 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 Huntsville area residents 50 and older, as we explain potential tax-saving strategies for retirement.

You will leave this class with valuable answers that may help you decrease your risk and potentially reduce your tax burden, 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

If there are significant savings you have diligently built over the years, don’t miss this educational event to learn the facts you need to help prepare for the changes ahead. This educational, entertaining program is complimentary and there is no obligation to attend.

For more information or to register, call (423) 874-9300 or click here to sign up online.