Taxes in Retirement Workshop in Stevens Point, WI

5501 Vern Holmes Drive,Stevens Point WI 54482

20 April, 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 retirementWays to potentially protect yourself against volatile market conditionsThe changing rules for a retiring generation of baby boomersHow loss deductions may affect your taxes in retirementCommon misconceptions about taxes in retirementPossible tools and strategies available to retirees to help develop a retirement tax strategyA basic overview of the tax rules as they apply todayStrategies to help protect yourself against the taxation of your Social Security incomeHow rising taxes may affect your retirement cash flowOur 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. The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals that offer insurance and investment solutions with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling of financial products is permitted during this class is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course. Investing involves risk, including possible loss of principal. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing company.