This is an informative workshop covering many different topics important to those over age 55. With the changing tax rules and financial landscape, it’s important to understand the potential impact of taxes, inflation and market volatility on your income in retirement. Proper planning could help you potentially reduce the taxes you pay in retirement so that you may keep more of your hard-earned money!
Join your host, Greg Lavelle, MBA, for a special presentation at Bigelow Free Public Library while we discuss these important topics for those in or nearing retirement in the next 5 to 10 years. Register below!
Do you have a strategy to help minimize taxes in retirement? Join us for an enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.
What we’ll cover:
This event is not sponsored or affiliated with the Bigelow Free Public Library.
Venue: Bigelow Free Public Library
Address: 54 Walnut St., Clinton, MA 01510
Dates & Times:
– Bigelow Free Public Library on September 1 at 6:00 p.m.
This workshop is designed to help you learn about important income and tax strategies to create a plan so that you may maximize your income in retirement and retire with confidence! Join us to discover:
How to avoid unnecessary taxation on Social Security income.
New tax rules as they apply to retirement income and how they can affect your cash flow.
Strategies that may boost your retirement income and potentially reduce your taxes.
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts that are subject to future taxation, you don’t want to miss the opportunity to learn about NEW strategies to potentially reduce your taxes in retirement.
These workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.