THE NEW TAX & FINANCIAL RULES HAVE CHANGED
Central Library
B Room
7111 Talbert Ave, Huntington Beach, CA 92648
No Charge to Attend!
Understand the potential impact taxes have on your retirement income.
- 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
- The 2022 tax changes and how these could alter your retirement plan.
- How loss 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.
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 seminar are affiliated with the Social Security Administration or any other governmental organization.
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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.