About this Event
All attendees will receive resources to keep as a reference. Join us for a free informative seminar!
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 nationwide 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.
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, coaching, and education services offered through Gaiser Financial Group. Gaiser Financial Group is a separate and unaffiliated entity from Advisory Alpha, LLC. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate the email or any part of it. If you have received this in error, please notify the sender immediately by email or fax, and destroy all copies of this communication. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. Requests for securities transactions via email will not be executed by Advisory Alpha, LLC. To help protect your privacy, we strongly suggest you avoid sending sensitive information, such as account numbers and social security numbers via email. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT ACT, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.
Event Venue & Nearby Stays
Kernersville Community House, 405 Salisbury Street, Kernersville, United States
USD 0.00