THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.


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. 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 people navigate the retirement tax maze.

Join us for an informational seminar and Insurance Sales Presentation covering Taxes In Retirement     

Our seminar will equip you with the most up-to-date 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 retirement tax strategy that can potentially on your hard-earned dollars – all with the goal of saving you money.