TAXES IN RETIREMENT
FREE ONLINE EDUCATIONAL WORKSHOP
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED
Understand the potential impact taxes have on your retirement income.
Retirement is rated one of life’s most stressful events. Do you have a Retirement Tax Strategy?
Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you will take income. Your paycheck may have stopped, but taxes continue. It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income.
Understand the potential impact taxes have on your retirement income.
Retirement is rated one of life’s most stressful events. Do you have a Retirement Tax Strategy?
Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you will take income. Your paycheck may have stopped, but taxes continue. It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income.
We have provided you with an online video presentation that we teach in our offices but at the convenience of your own computer. This information will be very helpful in helping you with a tax strategy that may be used during your retirement years.
WHAT YOU WILL LEARN ABOUT:
- Understanding the official new tax reform rules and their impact on your retirement
- The changing rules for a retiring generation of baby boomers
- How lost deductions may affect your taxes in retirement
- Common misconceptions about taxes in retirement
- Possible tools and strategies available to retirees to help develop a retirement tax strategy
- A basic overview of the tax rules as they apply today
- Strategies to help protect yourself against the taxation of your Social Security income
- How rising taxes may affect your retirement cash flow
FREE TAX MAP ANALYSIS DOWNLOAD FORM
Submit a copy of our tax map fill-in form to obtain your FREE NO COST tax analysis that you may use with your CPA or tax planning software to help you possibly lower your taxes during retirement. Once you have completed the FILL IN FORM, you can upload to our SECURE SERVER and we will create your FREE report.
SAMPLE TAX MAPS
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