Taxes, Upcoming Changes, and the Potential Impact on Your Retirement

The implications of taxes on the American population are a widely discussed and debated topic. Rising deficits at both the state and federal level are cause for concern for every taxpayer, especially those near retirement.

At this educational workshop, you will learn how effective planning and timing can alter the outcome of your retirement.

We will discuss current tax law, potential changes to tax law, effects of inflation and strategies to help you minimize your tax liability. We will also share case studies that will illustrate how to successfully navigate this complex topic and get you as close to “tax-free in retirement” as is possible.