Taxes in Retirement

Will you be paying too much in taxes? Join us for our complimentary workshop —Taxes in Retirement — where we’ll share why your taxes could possibly be HIGHER in retirement and ways to take advantage of current and upcoming tax law changes in your financial planning. At this workshop, you’ll learn steps to potentially:

• Take advantage of future tax law changes
• Avoid losing thousands of dollars in taxes
• Protect yourself from market and tax volatility
• Avoid costly tax mistakes with your investments
• Build a tax-smart retirement strategy

Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.