Taxes in Retirement

by chad.zamler | Jul 11, 2020 | Finance, Retirement, Topics

FINANCE

Taxes in Retirement Seminars

Retirement is rated one of life’s most stressful events. Do you have a retirement tax strategy? If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) 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 can be challenging to get accurate and timely information.

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You’ll Learn About:

Retirement Taxation

We will equip you with the most up-to-date and comprehensive information for navigating the retirement maze.

Efficiently Harvesting Income sources

This includes Social Security, 401(k), other sources or a combination of them all.

The Official New Tax Reform Rules

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.

GET EDUCATED BY TOP PROFESSIONALS

Find an Event in Your Area.

We offer hundreds of events every month across the United States and Canada. Click on the button below to find an event near you!

VIEW WEBINAR AND SEMINAR EVENTS

Estate Planning

by chad.zamler | Jun 11, 2020 | Finance, Legal, Retirement, Topics

Finance

Estate Planning Seminars

Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend.

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You’ll Learn About:

Wealth Management

We’ll discuss how to control who gets what, when and how. Also, how to avoid probate and calculate the value of your estate.

Trusts

You’ll learn about the difference between a revocable or irrevocable trust and the importance of having a trust and life insurance policy if you’re from a blended family.

Planning

We’ll cover finalizing your last wishes, how to not disinherit your children and grandchildren because of divorce or other triggering events and more.

GET EDUCATED BY TOP PROFESSIONALS

Find an Event in Your Area.

We offer hundreds of events every month across the United States and Canada. Click on the button below to find an event near you!

VIEW WEBINAR AND SEMINAR EVENTS