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Controlling Taxes in Retirement
May 15 @ 6:00 pm - 7:30 pm
Do you have a retirement tax strategy in place? Don’t miss this information-packed event!
By attending this event, you will walk away having learned the following outcomes:
- What’s new and changing for taxes and Social Security in 2025.
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
- Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
- Strategies to help plan for the next market downturn and protect your assets from market volatility.
- Powerful tax strategies that can potentially generate tax-free retirement income.
- When to claim Social Security in order to minimize tax consequences and maximize your benefits
- How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
- How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs and situation.
- Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
- And much more!