Untangling Taxes in Retirement

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.