Travis J: Taxes in Retirement Seminar 1 PM – 1/15/25

Register today for this informational event to discuss tools and strategies you need to navigate and reduce taxation in retirement. This workshop will cover topics to help you prepare a successful retirement tax-strategy that can safeguard you from over-taxation – all with the goal of saving you money.

Here are some topics that may be discussed:
• 2024 tax rule changes that could impact your retirement plan
• Tools to help you develop a retirement tax strategy
• Social Security and Medicare tax-traps
• Methods to protect yourself against the volatile market conditions
• Common misconceptions about taxes in retirement
• And much more!

These events tend to fill up fast, so Register Today!