Name: Taxes in Retirement
Start: 2024-07-11T13:00:00-04:00
End: 2024-07-11T14:00:00-04:00
Location: Delaware County District Library: Liberty Branch

Learn how to navigate taxes in retirement like a pro at our upcoming event - we'll help you keep more of your hard-earned money!
About this Event

Explore the New Tax and Financial Rules Impacting Your Retirement Income

Are you approaching retirement or already retired? It's essential to understand how the recent tax changes affect your retirement income. You might find opportunities to reduce the taxes on your hard-earned savings.

With each person's tax situation being unique and tax laws changing yearly, staying updated can be challenging. That's why we’ve designed a specialized seminar that has already assisted over 700,000 people nationwide in navigating retirement tax complexities.

Seminar Highlights

- **Retirement Income Concerns:** 66% of Americans worry about running out of money in retirement. Learn how to mitigate this risk.

- **Tax Misconceptions:** Clarify common misunderstandings about taxes in retirement.

- **Social Security Taxation:** Learn strategies to protect your Social Security income from heavy taxation.

- **Market Volatility Protection:** Discover ways to shield your retirement savings from market instability.

- **Required Minimum Distributions (RMDs):** Understand if taking RMDs will move you into a higher tax bracket.

- **2024 Tax Updates:** Get insights into how the latest tax changes could influence your retirement plans.

- **Account Balancing:** Find out how to manage pre-tax Traditional IRA/401(k), post-tax Roth IRA, and taxable accounts to optimize your tax liabilities.

- **Retirement Tax Strategies:** Explore tools and strategies to create an effective retirement tax plan.

- **SECURE Act 2.0:** Learn what the new legislation means for your retirement.

- **Home and Auto Insurance:** Ensure comprehensive coverage by understanding your home and auto insurance needs. Our seminar will guide you in evaluating and securing the right insurance to protect your assets and provide peace of mind during retirement.

Join our seminar to gain the knowledge and strategies necessary to navigate the retirement tax landscape, protect your financial future, and secure comprehensive insurance coverage.