Prudent planning and management of your taxes in retirement can seem complex and overwhelming. In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward.

You’ll learn how to protect your assets from Uncle Sam and keep more of your retirement income.

Who doesn’t want to minimize their tax liability?

Some of the Topics We’ll Cover: 

• How much of your Social Security is taxable
• What are the advantages of a Roth Conversion?
• The benefits of “Tax Smart” Asset Allocation
• How to protect yourself from a potential “Tax Storm”
• What is tax diversification?
• Discover the biggest threat to your retirement and what you can do about it
• Discover why all retirement accounts are an IOU to the IRS
• Ways to mitigate and eliminate taxes on your retirement accounts
• Are you prepared for all “4 seasons of taxation” in retirement?
• When will the sale on taxes end and how can you take advantage of the sale now?

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION

To reserve your spot, please call our office at 615-376-5325 or register online here.