REALIZE THE POTENTIAL IMPACT TAXES HAVE ON YOUR RETIREMENT INCOME

The number one fear shared among Americans approaching retirement is running out of money. Do you have a plan for your retirement income?

Join us at the Community Library Sedona for an educational workshop covering Taxes in Retirement (including the NEW tax changes) on Wednesday, January 21, from 6:30 – 7:30 pm.

Many aspects of everyday life change when you retire. One of the biggest changes you will be faced with involves your finances. Get professional guidance on potentially decreasing Medicare costs, minimizing the taxation of your Social Security benefits, and understanding the different strategies for your retirement income.

Your paycheck may have stopped, but taxes won’t. It is important to know how you can position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars.

The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement strategy that can potentially safeguard you from market risk – all with the goal of saving you money.

If you would like more information on how taxes impact your retirement income sources, this workshop is for you!