Taxes in Retirement - Lunch Workshop in Colorado Springs, CO

3150 North Chestnut Street,Colorado Springs CO 80907

24 January, 2023

Description

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 seminar that has already helped many people nationwide navigate the retirement tax maze. ATTEND THIS SEMINAR 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 Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during our seminar, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money. FREQUENTLY ASKED QUESTIONS: Is there a cost to attend? No, there is no cost to attend. Do I need to bring anything? No, you will be provided with pen and paper to take notes. Will any investments or investment products be discussed? No there will not be any discussion of any investments whatsoever. Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure. Mathies Financial Partners is a Colorado registered investment advisor that provides advisory services and is licensed to provide insurance products. The information provided and discussed during the event is intended to be general financial literacy and is not intended to be legal or tax advice. No personal, specific investment or financial advice will be provided in the absence of a written agreement. The ideas and information shared during the event are not guaranteed, and may not work if there are law changes, significant changes in regulations or economic factors. This event is also not intended to be a means of avoiding Federal or State taxes. Individuals are encouraged to seek counsel from a tax professional or legal professional for questions in these areas. By registering you are opting into email communication from Mathies Financial Partners. Privacy is important. We do not sell your information