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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Bellevue: Taxes In Retirement Workshop – 3/28/24
March 28 @ 1:00 pm - 2:00 pm
Register today for this informational event to discuss the 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 to save 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 help protect yourself against volatile market conditions
- Common misconceptions about taxes in retirement
- And much more!