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.
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Richland: Retirement. Estate Planning, and the “One Big Beautiful Tax Bill” 1PM
LEARN HOW THE BIG BEAUTIFUL BILL COULD POTENTIALLY IMPACT YOUR TAXES
According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have a plan for retirement?
The new big beautiful bill just passed. We’ll break down what it changes, what stays the same, and how it could impact your long-term financial goals. Join us at the The Reach Museum – Multipurpose Room for an educational workshop covering Taxes, Inflation, and Investments (including the key changes from the recent tax bill—and what they mean for your finances in an inflationary economy) on Wednesday, October 1, from 1:00 – 2:00 pm.
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks. We’ll also explore how the newly passed “Big Beautiful Bill” could shape your investment strategy and offer new tools to navigate inflation.
It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.
The concepts discussed are most suitable for those with investable assets of $300k or more. Using the information you’ll learn during this workshop, 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 to optimize your retirement income while reducing taxes, this workshop is for you.
Attend This Workshop And Learn:
✔ New Tax Laws – One Big Beautiful Bill Act and how it impacts you
✔ How to reduce or eliminate retirement and estate taxes
✔ Financial strategies that could increase your retirement income and last a lifetime
✔ The new tax rules and their impact on your retirement
✔ How to structure your retirement savings so you never have to worry about running out of money
✔ Common misconceptions about retirement planning
✔ Tools and methods available to retirees to help develop a retirement tax strategy