Taxes in retirement can be potentially reduced by taking advantage of a few simple, yet highly effective strategies.
Join us for our next no-charge informational seminar at the Haywood Community College where a knowledgeable financial professional will share powerful NEW strategies that may reduce the taxes you pay on your retirement income. You'll walk away armed with information you can use TODAY to potentially pocket thousands of additional dollars over the course of your retirement.
You’ll also learn:
• The official new tax reform rules and their impact on your retirement
• How loss deductions may affect your taxes in retirement
• Common misconceptions about taxes in retirement
• The tax rules as they apply today
• And much more!

Don’t miss your chance to learn valuable information that could help you save thousands. Seating is limited. No products will be offered at this event.

Join us for an educational seminar where we'll focus on:
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 2025 tax changes and how these could alter your retirement plan

The new administration’s tax changes and how they could alter your retirement plan

The SECURE Act 2.0 and what this legislation means for you

How Real Estate investments can impact your taxes in retirement

Any questions, please call 844-567-7760

Event Date Tuesday February 18, 2025 When: 6 Pm - 7:30 PM
Haywood Community College
185 Freedlander Dr, Clyde, NC 28721