(844) 567-7760

THE NEW TAX & FINANCIAL RULES HAVE CHANGED

North County Regional Library

Any questions, please call 844-567-7760
16500 Holly Crest Lane, Huntersville, NC 28078

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Space is limited, so sign up today!
No Charge to Attend!

Attend this seminar 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” –

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 seminar that has already helped nearly 700,000 people nationwide navigate the retirement tax maze.

Join us at the North County Regional Library for an informational seminar covering Taxes In Retirement on August 17 from 11:00 AM – 12:00 PM or August 22 from 6:00 PM – 7:00 PM.

The seminar 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. Using the information you’ll learn during the seminar, 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 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.