Taxes in Retirement

Join us for an educational seminar where we'll focus on: 66% of Americans are worried they’ll run out of money in retirement Ways to potentially protect yourself against volatile market conditions. Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability Common misconceptions about taxes in retirement Will taking RMDs push you into a higher tax bracket? Possible tools and strategies available to help develop a retirement tax strategy Strategies to help protect yourself against the taxation of your Social Security income The new administration’s tax changes and how they could alter your retirement plan The SECURE Act 2.0 and what this legislation means for you How Real Estate investments can impact your taxes in retirement