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No Charge to Attend.
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This is not a library sponsored or affiliated event.

Bridgewater Library

Topic: Taxes, Social Security and Retirement Planning

15 South St, Bridgewater, MA 02324

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Wednesday, April 29 @ 6:00 – 7:30 pm

(Only a few spots left)

No Charge to Attend.
Seating is limited, so sign up today!
This is not a library sponsored or affiliated event.

REGISTER

LEARN HOW TO OPTIMIZE YOUR RETIREMENT INCOME AND REDUCE YOUR TAXES

Market downturn, inflation, law changes, and much more. You might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

Join us at the Bridgewater Library for an educational workshop covering Taxes, Social Security and Retirement Planning (including how to avoid the top 3 retirement planning mistakes that could save your time and money) on Wednesday, April 29, from 6:00 – 7:30 pm.

Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks.

It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars. At this workshop, you will learn about the different retirement accounts, how the Secure Act has changed retirement and legacy planning, and if annuities potentially could be beneficial for you.

If you would like more information on how to optimize your retirement income while reducing taxes, this workshop is for you.

Attend This Workshop And Learn:

  • How to reduce or eliminate retirement and estate taxes
  • ​IRA and 401(k) – What is the difference?
  • ​How the Secure Act has changed retirement and legacy planning
  • ​​Roth IRA – is that for you?
  • ​Common misconceptions about retirement planning
  • ​Annuities – The Good, the Bad, and the Surprising
  • ​Tools and methods available to retirees to help develop a retirement tax strategy

Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered – see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our Privacy Policy.

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