About this Event
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) could impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person's tax situation is unique, and the tax rules can change year to year, it may be challenging to get accurate and timely information.
That is why we've developed a special seminar that has already helped many people navigate the retirement tax maze.
ATTEND THIS SEMINAR TO LEARN:
- The official new tax reform rules and their impact on your retirement
- Ways to potentially protect yourself against volatile market conditions
- The changing rules for a retiring generation of baby boomers
- How loss deductions may affect your taxes in retirement
- Common misconceptions about taxes in retirement
- Possible tools and strategies available to retirees to help develop a retirement tax strategy
- A basic overview of the tax rules as they apply today
- Strategies to help protect yourself against the taxation of your Social Security income
- How rising taxes may affect your retirement cash flow
Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during our seminar, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.
Advisory services are offered by 2nd Half Capital, LLC, a Georgia registered investment advisor. Insurance products are offered by LGAP, LLC, an affiliated company. 2nd Half Capital, LLC and LGAP, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
Event Venue & Nearby Stays
Alpharetta Branch Library, 10 Park Plaza, Alpharetta, United States
USD 0.00