Broker Check
27 Feb
Taxes and Retirement

Description

Realize the potential impact taxes have on your retirement income

The number one fear shared among Americans approaching retirement is running out of money. Do you have a plan for your retirement income?

Join us at the Legends Hall at the Marq for an educational workshop covering Taxes and Retirement (including the NEW tax changes) on Thursday, February 27th, from 6:30 - 7:30 pm.

Many aspects of your everyday life change when you retire. One of the biggest changes you are faced with involves your finances. Get professional guidance on potentially decreasing your Medicare costs, minimizing the taxation of your Social Security benefits and understanding different strategies for your retirement income.

Your paycheck may have stopped but taxes won't. It is important to know how to position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars.

If you would like more information on how taxes impact your retirement income sources, this workshop is for you.

Date and Time

Thu, Feb 27, 2025

6:30p - 7:30p CST

Location

Legends Hall at the Marq

285 Shady Oaks Dr.
Southlake , TX 76092
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PT1H

Event Registration

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