Optimizing Your Tax Strategy & Gain Control of Your Taxes in Retirement

132 South Street,Plymouth MA 02360

26 January, 2023

Description

Join us for a special presentation while we discuss the following important topics for those in or nearing retirement: What’s changing for taxes and Social Security in 2023². The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹. Why taxes may be one of your biggest retirement expenses without a proper plan in place. Immediate actionable steps to help protect protect your savings from heavy, unnecessary “retirement taxes.” How you may be able to create tax-free retirement income and potentially lower your tax bracket in retirement. Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect. Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement. Social Security strategies to help minimize taxes on your benefits. Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones. Understanding other potential tax risks that may derail your retirement and how you may be able to avoid them.