JOIN US FOR AN EDUCATION SEMINAR WHERE WE WILL FOCUS ON:
66% of Americans are worried they’ll run out of money in retirement
Ways to potentially protect yourself against volatile market conditions.
Common misconceptions about taxes in retirement​
Will taking RMDs push you into a higher tax bracket?
The 2025 tax changes and how these could alter your retirement plan
How Real Estate investments can impact your Taxes in Retirement
Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability
The new administration’s tax changes and how they could alter your retirement plan
This RETIRESIMPLY™ workshop is complimentary with no obligation and nothing will be sold.
This event and the strategies discussed are best suited for folks with at least $500,000 saved in liquid, investable retirement accounts. First time attendees only. For ages 52-70. No children, agents or brokers.
A LEADING EDUCATIONAL RESOURCE FOR THOSE NEARING RETIREMENT
WHY YOU SHOULD ATTEND:
If you’re approaching or already in retirement, it’s important to understand how current tax regulations, including recent changes, can affect your retirement income without you even knowing.
By attending this seminar, you’ll learn about the most up-to-date and comprehensive information regarding retirement taxation—and how to potentially save thousands of your hard-earned dollars. This includes efficient ways to manage your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. With this knowledge, you’ll be better prepared to develop a successful retirement tax strategy that could help protect your income from excessive taxes and ultimately help you save more money.
This seminar, which has already guided nearly 1.8 million people nationwide through the complexities of retirement taxes, is designed to equip you with useful knowledge through an experienced financial professional. Sign up today to join a growing community committed to financial clarity and confidence.
​