Attend this seminar and learn about:

• Why 66% of Americans are worried they’ll run out of money in retirement.
• Ways to potentially protect yourself against volatile market conditions.
• Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability.
• Common misconceptions about taxes in retirement.
• Will taking RMDs push you into a higher tax bracket?
• Possible tools and strategies available to help develop a retirement tax strategy.
• Strategies to help protect yourself against the taxation of your Social Security income.
• The SECURE Act 2.0 and what the new legislation means for you.

Understand the potential impact taxes have on your retirement income:

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) 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 can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 700,000 people nationwide navigate the retirement tax maze.

The 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 the 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.

Your Menu

• Day Boat Catham Cod: Butter crumbled filet, paprika couscous, lemon sauce
• Chicken Francese: Sautéed breast of chicken, white-wine lemon sauce
• Pub Steak: Marsala Demi, mashed potatoes, asparagus

Who Should Attend?

Whether you're single, married, divorced, or widowed, this event is curated for adults at a crossroads where strategic decisions can shape the future. Gain insight into the latest legislation and how your source of income intertwines with other facets of your retirement.

Education Meets Elegance:

These workshops prioritize education, devoid of any product or company promotions. Our ‘Hear It. See It. Write It.’ teaching method makes the complex simple and actionable.

Don't delay—register now to embark on the journey toward your dream retirement. Your future is calling, and we've got the perfect event for you!

Please note: This workshop is not intended for Social Security Disability Insurance (SSDI) issues.

Due to limited seating, this event is for first-time attendees only. You may bring 1 guest.

Need additional invites? Simply copy the sign-up link provided here and send it to your friends. https://events.assetmentors.com/workshops/690