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 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. 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 Invitation to the Complimentary Taxes & Retirement Strategies Workshop:

• Discover why taking "general" retirement advice could drastically reduce your benefits.
• Learn how to possibly reduce taxes in retirement and gain more tax-free income.
• Learn how to potentially reduce federal income taxes for you, your spouse, and your children.
• Understand how taxes can affect your Social Security.
• Understand how the Secure Act 2.0 may affect your retirement.

Once retired things go from confusing and complicated to even more aggravating, complex, and frustrating:

• Required Minimum Distributions
• Qualified Charitable Distributions
• Capital Gains
• 3.8% Net Investment Income Tax
• Gift Tax Exemption
• Medicare Excess Premiums

Here's What We'll Cover

Learn how following one-size-fits-all advice can be financially detrimental to you.

Explore strategies to reduce taxes on your Required Minimum Distributions.

Understand your effective tax rate vs your tax bracket.

Learn tax-efficient approaches to manage your retirement income from various sources.

Receive your own personalized Tax Map.

Should I take the standardized tax deduction or itemize it?

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/920