Tax Free Retirement seminar

Nanini Public Library

Nanini Public Library

7300 N. Shannon Rd, Tucson, AZ 85741

Upcoming Seminars

4

May

Monday Evening

6:00 pm - 6:45 pm

6

May

Wednesday Evening

6:00 pm - 6:45 pm

TAX-FREE RETIREMENT STRATEGIES

Maximizing Your After-Tax Retirement Income

Taxes can significantly reduce your retirement income if not properly managed. Understanding tax-efficient retirement strategies can help you keep more of your hard-earned money and potentially increase your spendable income in retirement.

Please Join us for this complimentary informational seminar. We will discuss strategies to help minimize taxes on your retirement income. Seating is limited, so sign up today!

Did you know?

  • Many retirees pay higher taxes in retirement than they expected
  • Up to 85% of your Social Security benefits may be taxable
  • Required Minimum Distributions can push you into a higher tax bracket
  • There are several financial vehicles that can provide tax-free income in retirement

We will be discussing:

  • Strategies for building tax-free retirement income
  • The benefits of Roth IRAs and Roth conversions
  • How life insurance can be used as a tax-free retirement income tool
  • Tax-efficient withdrawal strategies in retirement
  • Strategies to reduce taxes on Social Security benefits
  • How to coordinate various income sources for tax efficiency

Join us to learn how implementing tax-efficient retirement strategies can help you keep more of your money working for you and potentially increase your spendable income throughout retirement.

Spouses are encouraged to attend!

Seating is limited. Register now!

Nanini Public Library 7300 N. Shannon Rd, Tucson, AZ 85741

Register Now



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The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.


Adults only please. Not affiliated with the Social Security Administration or any government agency.