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.

Our 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 our 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.

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.

Our 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 our 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.

One of the most important decisions you need to make before you retire is when to claim Social Security benefits. Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.

Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension.

For many retires RMDs are not a welcome source of money. Rather than being an income stream from retirement accounts, it often feels a lot more like a tax trap.

This workshop shows people several important things about RMDs including how they are calculated, the 50% penalty for not taking an RMD, what to do with unwanted RMDs, how the SECURE ACT changed RMDs and most importantly how RMDs need to be part your retirement tax plan.

The presentation will teach people the difference between a will and a trust, the different types of trusts, creative tax-saving strategies, and how an estate plan needs to coordinate with a retirement plan.

This simple presentation will walk you through the in and outs of Medicare and the pros and cons of each supplemental plan that covers the out of pocket expense that Medicare does not cover.

For many retires RMDs are not a welcome source of money. Rather than being an income stream from retirement accounts, it often feels a lot more like a tax trap.

This workshop shows people several important things about RMDs including how they are calculated, the 50% penalty for not taking an RMD, what to do with unwanted RMDs, how the SECURE ACT changed RMDs and most importantly how RMDs need to be part your retirement tax plan.

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.

Our 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 our 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.

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.

Our 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 our 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.

The presentation will provide you the information and steps that are needed to make the transition into retirement less stressful.