Broker Check
09 June
Taxes in Retirement Webinar


Join us for an informational webinar covering Taxes in Retirement on Tuesday, June 9th from 12 PM - 1 PM.

Are you nearing retirement or already retired?  Are you frustrated that your income taxes don’t seem to be going down all that much in retirement?  If you answered yes to either of these, this webinar may be very beneficial for you.  It can potentially help you 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.

Remember, there is not a patriotic duty to increase one’s taxes!  You may arrange your income so that your taxes are as low as possible within the law.  You are not obligated to overpay our Treasury!

That is why we’re presenting to you a webinar that has already helped many other retirees and pre-retirees navigate the retirement tax maze.

Your tax situation is unique, and the tax rules can change year to year, making it challenging to get accurate and timely information.  We’ve done the hard part for you by breaking down the tax codes into understandable information that applies to you.

Our webinar 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.  Strategically planned retirement tax strategies can potentially safeguard you from over-taxation – all with the goal of saving you money.

Be proactive.  Learn about how the new tax and financial rules have changed.  We will help you understand the potential impact taxes have on your retirement income.   Sign up today!

Zoom will be utilized to provide this virtual meeting.  

Date and Time

Tue, Jun 09, 2020

12:00p - 1:00p CST


Virtual Webinar via Zoom


Please download Zoom prior to the Webinar. You will receive a Zoom link for the webinar via email upon registering for this event.


Event Registration