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May 14, 2022

Untangling Taxes in Retirement

 

Location:

Lucy Restaurant @ Comedy Works

5345 Landmark Place
Greenwood Village, CO 80111 United States

Date:

May 14, 2022

Time:

11:00 am

About the event

Will you be paying too much in taxes? Join us for our complimentary workshop — Untangling Taxes in Retirement — where we’ll share information about the following topics:

  • Tax questions to ask BEFORE retirement
  • Surprises that can make retirement more expensive
  • How to avoid the Social Security “tax trap”
  • Why tapping assets in the wrong order can trigger higher Medicare premiums
  • Action steps throughout the 4 stages of retirement
  • Mistakes to avoid when it comes to your investment portfolio, health care and estate

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. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Register For This Event

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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.