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DTSTAMP:20260403T185152
CREATED:20250506T173316Z
LAST-MODIFIED:20250506T173443Z
UID:2179-1747332000-1747337400@phx.financial
SUMMARY:Controlling Taxes in Retirement
DESCRIPTION:Do you have a retirement tax strategy in place? Don’t miss this information-packed event! \nBy attending this event\, you will walk away having learned the following outcomes: \n\nWhat’s new and changing for taxes and Social Security in 2025.\nWhy today’s current economic environment may be one of the most challenging to retire and what to do about it.\nStrategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.\nPlanning for longevity\, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.\nStrategies to help plan for the next market downturn and protect your assets from market volatility.\nPowerful tax strategies that can potentially generate tax-free retirement income.\nWhen to claim Social Security in order to minimize tax consequences and maximize your benefits\nHow 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.\nHow you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs and situation.\nUnderstanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.\nAnd much more!\n\n\n			\n				Register Now
URL:https://phx.financial/calendar/controlling-taxes/
LOCATION:Broken Arrow Historical Museum\, 400 S Main St\, Broken Arrow\, OK\, 74012\, United States
ATTACH;FMTTYPE=image/png:https://phx.financial/wp-content/uploads/2025/05/taxes-declassified-logo-1__1_-removebg-preview.png
ORGANIZER;CN="Suzanne Porske":MAILTO:info@phx.financial
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