TAXES – THE SILENT RETIREMENT RISK
In Person Course
Course Code: EF19093A

THIS IS A FREE EDUCATIONAL COURSE!
There is no cost to attend, but advanced registration is required.
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone at     866-828-2295     (lines open 24/7)

TAXES – THE SILENT RETIREMENT RISK

What you need to know NOW to avoid paying too much LATER!

Prudent planning and management of your taxes in retirement can seem like a complex and overwhelming task. In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward.

You’ll learn how to protect your assets from Uncle Sam and keep more of your retirement income.

Who doesn’t want to minimize their tax liability?

Some of the Topics We’ll Cover: 

• Tax Planner vs. Tax Preparer – Tax preparers look back, tax planners look forward.
• How much of your Social Security is taxable?
• What are the advantages of a Roth Conversion?
• The benefits of “Tax Smart” Asset Allocation 
• How to protect yourself from a potential “Tax Storm”
• What is tax diversification?
• Discover the biggest threat to your retirement and what you can do about it
• Discover why all retirement accounts are an IOU to the IRS
• Ways to mitigate and eliminate taxes on your retirement accounts
• Are you prepared for all “4 seasons of taxation” in retirement?
• When will the sale on taxes end and how can you take advantage of the sale now?

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION