YRR – TAX Dinner -LP – LP

Complimentary Lunch or Dinner Event at Campaign-Venue in Campaign-CIty, Campaign-State

Optimizing Your Tax Strategy

Gain Control of Your Taxes in Retirement

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Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Do you have a retirement tax strategy? If you’re already in, or nearing, retirement, it’s important to understand how taxes, including many significant, recent changes, may impact your retirement income. Join us for a complimentary meal where we will discuss the following important topics:

How Biden’s proposed tax laws may impact your retirement income.
What’s changing for taxes and Social Security in 2021.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.
Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
How to lock-in historically low tax rates now, before taxes increase.
Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
And MUCH more!

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A complimentary meal will be served. This is an informational event.
No products will be discussed and nothing will be sold.

Do you have a retirement tax strategy in place?
Don't miss this information-packed event!

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Exclusive Offer

All attendees are eligible to receive a complimentary retirement snapshot analysis for your current plan for income and taxes in retirement.

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don't want to miss the opportunity to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to manage your tax exposure and help increase your retirement income.
Understanding tax laws and how they may impact your retirement income.
How to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How to create a customized retirement income & tax strategy.

These workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

FEATURED PRESENTER:

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