Tax PLANNING SEMINAR - Develop a tax PLANNING STRATEGY AND LEARN HOW
THE NEW TAX RULES CAN AFFECT YOUR RETIREMENT NEST EGG. Do you know how
tax planning changes through the four stages of retirement? It’s
harder than you think and it needs careful planning. Find out how!
There’s no charge and no obligation—just lots of good information.
Attend this complimentary workshop and you will learn:
* The critical tax question you must answer BEFORE retirement
* The surprises that often make retirement more expensive
* What the Social Security “tax trap” is and how you can avoid it
* Why tapping assets in the wrong order can trigger higher Medicare
premiums
* Why you need to manage taxes even before you retire
* Mistakes to avoid when it comes to your investment portfolio,
health care, and estate
We want you to have the retirement you deserve! Sign up for a free
financial seminar to start your path to financial peace of mind.
_Our retirement and financial seminar is designed for people over 50
with a minimum of $100,000 of investable assets, not including real
estate. If you do not yet have our minimum, please keep us in mind as
your assets continue to grow._
workshop
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28/02/2020 Last update