Experience the retirement you deserve. Join a free workshop in your area, led by experienced Retirement Planners. Discover common traps in retirement and learn valuable tips to secure your hard-earned money. Learn about common tax misconceptions and new rules that could affect your retirement. Discover strategies to protect more of your money for yourself and for the next generation. Explore upcoming events in your area on the calendar below. Your journey to a fulfilling retirement starts here.
Bellevue: Taxes in Retirement Seminar 2 – 4:00 PM – 7/17/25
July 17 @ 4:00 pm - 5:00 pm
REALIZE THE POTENTIAL IMPACT TAXES HAVE ON YOUR RETIREMENT INCOME
One of the top fears shared among Americans approaching retirement is running out of money*. Do you have a plan for your retirement income?
Join us at the Theather Room – Crossroads Community Center for an educational seminar covering Taxes in Retirement (including the NEW tax changes) on Thursday, July 17th, from 4:00pm – 5:00pm.
Many aspects of everyday life change when you retire. One of the biggest changes you may be faced with involves your finances. Get professional guidance on potentially decreasing Medicare costs, minimizing the taxation of your Social Security benefits, and understanding different strategies for your retirement income.
Your paycheck may have stopped, but taxes won’t. It is important to know ways to position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars.
The concepts discussed are most suitable for those with investable assets of $500k or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement and estate strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.
If you would like more information on how taxes can impact your retirement income sources, this seminar is for you.
Attend This Seminar And Explore:
✔ How to minimize taxes in retirement
✔ Ways to utilize financial vehicles that can reduce your tax burden and last a lifetime
✔ Different approaches to help protect you against taxes on your Social Security income
✔Tools and methods available to retirees to help develop a retirement tax strategy
✔ Common misconceptions about taxes in retirement