Free Taxes and Retirement Educational Dine and Learn

224 Main Street,Jay ME 04239

25 May, 2021

Description

Join us for a free lunch or dinner at Le Fleurs Restaurant in Jay and learn strategies that may help lower your taxes in retirement. At this Free Educational "Dine and Learn" we will provide you with valuable information on how to maximize your retirement income and provide you with strategies to lower your taxes in retirement . This event is for anyone planning for or nearing retirement. Safe social distancing protocols with be in place for these events. Space is limited. Topics:Learn strategies to potentially cut your retirement income taxes.Learn about effective marginal tax rate and how it can impact your retirement. Learn Income Harvesting Strategies and how to forecast your retirement income, identify income gaps, and create possible solutions. Learn tools and strategies available to retirees to develop a retirement tax-advantaged strategy and protect yourself from taxation of your Social Security income.How you can keep from being one of the millions of people with tax-deferred accounts (like IRAs) that may pay more taxes over their lifetime than necessary.How to limit taxation on Required Minimum Distributions (RMD).What are the current tax brackets and how they work for you.What are Roth IRA's and how can they help your tax situation in retirement. FREQUENTLY ASKED QUESTIONS Is there a cost for the meal? No. We are picking up the tab for your meal. Is there a cost to register? No. Registration is free. Will I be pitched or sold anything? No. This will be strictly educational . About Our PresenterChristine Gregor is a Maine State licensed insurance agent and designated Financial Services Specialist. Christine has been helping individuals and families with insurance, financial and retirement solutions for over 27 years.