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Lower Taxes in Retirement
September 24 @ 6:30 pm - 8:30 pm
IMPORTANT NOTICE:
We’re truly sorry to announce that our upcoming Seminars of September 24th and September 26th have been cancelled. We apologize for any incovinient this may have cause.
Are you worried about how taxes will impact your retirement savings?
Join us for an insightful seminar designed to help you navigate the complexities of retirement taxation and discover effective strategies to minimize your tax burden.
In this comprehensive session, our experts will cover:
⦿ Tax-Efficient Investment Strategies: Learn how to structure your investments to reduce taxable income and maximize after-tax returns.
⦿ Understanding Tax-Deferred Accounts: Discover the benefits and drawbacks of traditional IRAs, 401(k)s, and other tax-deferred savings options.
⦿ Roth Conversions and Withdrawals: Explore the advantages of Roth IRAs and how converting assets can potentially lower your long-term tax liability.
⦿ Tax Planning for Social Security: Understand how Social Security benefits are taxed and strategies to optimize your benefits.
⦿ Estate and Gift Tax Considerations: Get insights on how to plan your estate to minimize taxes and preserve your wealth for future generations.
Join us at our no-cost educational seminar at the West Pearland Library, where we’ll outline strategies to Lower Taxes in Retirement
Register today!