New Event Landing Page Template for OnDemand - Enlighten567

Taxes in Retirement Online Seminar – California

Taxes in Retirement Online Seminar

From the comfort of your home.

Watch Now

(2200 reviews)

☆☆☆☆☆

The New Tax & Financial Rules Have Changed – Are You Prepared?

According to Yahoo 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.

  • If you are retired or nearing retirement this event could help you understand the potential impact taxes have on your retirement income.
  • Our Financial Professionals explain current and accurate tax rules.
  • 700,000+ people nationwide helped.
  • Learn ways to harvest your income sources – Social Security*, 401(k)/IRA, other sources, or a combination of them all.
  • Potentially safeguard yourself from over-taxation.
  • Learn ways to implement a successful retirement tax strategy.

What We Will Cover

  • Understand the Tax Cuts & Jobs Act Tax reform rules and their impact on your retirement
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income

“A leading educational resource for those nearing retirement” –

FAQs

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social Security benefits play an important role in your retirement income plan, along with your overall financial strategy. With Social Security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Taxes In Retirement 567 speaker during or after the seminar.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Taxes In Retirement 567 nor the Financial Professional presenting this webinar are affiliated with the Social Security Administration or any other governmental organization.

 

Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

By registering, you agree to our Privacy Policy.

Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

  • Share
  • Like