Webinar Illinois November 021143 - Enlighten567

Webinar For
Illinois Residents

Unlock Personalized Tax Strategies

Any questions, please call 844-567-7760

Online Webinar – Link Sent Once Registered

Join our free 1-hour

informational online workshop

Pre Registration is Required

Attend this online event and learn about:

  •  66% of Americans are worried they’ll run out of money in retirement.
  • Ways to potentially protect yourself against volatile market conditions.
  • Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability.
  • Common misconceptions about taxes in retirement.
  • Will taking RMDs push you into a higher tax bracket?
  • Possible tools and strategies available to help develop a retirement tax strategy.
  • Strategies to help protect yourself against the taxation of your Social Security income.
  • The 2023 tax changes and how these could alter your retirement plan.
  • The SECURE Act 2.0 and what the new legislation means for you.
“A leading educational resource for those nearing retirement” –

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.

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.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special webinar that has already helped many people nationwide navigate the retirement tax maze.

Join us for an informational online webinar and insurance sales presentation covering Taxes In Retirement on November 29 from 11:30 AM – 1:00 PM US/Central.

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. 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 our webinar, 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 are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

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.

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.

The Presenter does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.