UPCOMING
In-Person Events
Educational Workshop - Taxes in Retirement
April 23, 2024 & April 25, 2024
WorkshopTime: 6:15 PM - 7:15 PM
Workshop Location: Blue Heron Event Center
4130 Mendenhall Oaks Pkwy, High Point, NC 27265
Workshop Location:
Blue Heron Event Center
4130 Mendenhall Oaks Pkwy
High Point, NC 27265
The New Tax and Financial Rules Have Changed
If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) could impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person's tax situation is unique, and the tax rules can change year to year, it may be challenging to get accurate and timely information.
That is why we've developed a special workshop that has already helped many people nationwide navigate the retirement tax maze.
Attend This Workshop To Learn:
The official new tax reform rules and their impact on your retirement
Ways to potentially protect yourself against volatile market conditions
The changing rules for a retiring generation of baby boomers
How loss deductions may affect your taxes in retirement
Common misconceptions about taxes in retirement
Possible tools and strategies available to retirees to help develop a retirement tax strategy
A basic overview of the tax rules as they apply today
Strategies to help protect yourself against the taxation of your Social Security income
How rising taxes may affect your retirement cash flow