Are You Ready for Retirement?
Keep More of Your Hard-Earned Money in Retirement
Join us for a special presentation while we discuss the following important topics for
those in or nearing retirement:
What’s changing for taxes and Social Security in 2024.
The impact that proposed changes to tax laws, market volatility, and rising
inflation may have on your retirement income.
Why taxes may be one of your biggest retirement expenses without a proper
plan in place.
Immediate actionable steps to protect your savings from heavy, unnecessary
“retirement taxes.”
How you can create tax-free retirement income and potentially lower your tax
bracket in retirement.
Ways you may be able to lock in historically low tax rates now before
proposed tax changes go into effect.
Planning for longevity, inflation, and future tax increases to ensure you won’t
OUTLIVE your money in retirement.
Social Security strategies to help minimize taxes on your benefits.
Tax strategies to help preserve more of your assets to create a lasting legacy
for your loved ones.
Understanding other potential tax risks that may derail your retirement and
how you may be able to avoid them.