Retirement and Taxes

How to Maximize Your Retirement Income and Minimize Your Tax Burden

Retirement planning is about more than just saving money. It's about ensuring that your savings will provide you with a comfortable lifestyle throughout your retirement years. One of the biggest factors that can impact your retirement income is taxes.

Please Join us for this complimentary informational seminar. We will discuss strategies to help you maximize your retirement income while minimizing your tax burden. Seating is limited, so sign up today!

Did you know?

• Many retirees pay more in taxes during retirement than they expected

• Required Minimum Distributions (RMDs) can push you into a higher tax bracket

• Social Security benefits may be taxable depending on your income

• There are legal strategies to reduce your tax burden in retirement

We will be discussing:

• How different retirement accounts are taxed

• Strategies to minimize taxes on your Social Security benefits

• How to manage Required Minimum Distributions

• Tax-efficient withdrawal strategies

• Roth conversion strategies

• Estate planning considerations for tax efficiency

Don't let taxes erode your hard-earned retirement savings. Join us to learn how to keep more of your money working for you during retirement.

Spouses are encouraged to attend!

Seating is limited. Register now!