Complimentary Workshop at Midlands Technical College - Harbison Campus in Irmo, SC
Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for an informative workshop to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Midlands Technical College – Harbison Campus: 7300 College St., Irmo, SC 29063
This workshop combines two empowering elements:
Join us for a special presentation at Midlands Technical College – Harbison Campus while we discuss the following important topics for those in or nearing retirement:
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially
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.