Taxes in Retirement Webinar - New Jersey
Hosted by Chad White, LPL Registered Principle, EA, CIMA, AIF
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No Charge to Attend!
Eastern Time Zone

“A leading educational resource for those nearing retirement”

Attend this online event and learn about:

  • The 2022 tax changes and how these could alter your retirement plan 

  • Ways to potentially protect yourself against volatile market conditions

  • The changing rules for a retiring generation of baby boomers

  • How loss deductions may affect your taxes in retirement

  • Common misconceptions about taxes in retirement

  • Possible tools and strategies available to retirees to help develop a retirement tax strategy

  • A basic overview of the tax rules as they apply today

  • Strategies to help protect yourself against the taxation of your Social Security income

  • How rising taxes may affect your retirement cash flow

  • Social Security is giving a raise in 2022. But what if this pushes you into a higher tax bracket?

“A leading educational resource for those nearing retirement”

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.

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.

That is why we've developed a special webinar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us for an informational online webinar covering Taxes In Retirement on August 9 from 11:30 AM - 12:30 PM US/Eastern.

The webinar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during the webinar, 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.

This Presentation is given by an Insurance Producer. Neither the Presenter nor the materials are affiliated with the United States Government or any United States Government Agency.

Sign up today!
No Charge to Attend!
Eastern Time Zone

Register Now

Frequently Asked Questions

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at the webinar can help those already retired, as well as anyone approaching retirement.

What will be discussed?

The webinars are educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Taxes In Retirement 567 speaker during or after the webinar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Taxes In Retirement 567 nor the Financial Professional presenting this webinar are affiliated with the Social Security Administration or any other governmental organization.

By registering, you agree to our Privacy Policy.

Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Chad White EA, CIMA®, AIF® / Safe Harbor Wealth Management, Inc. 672 Commons Way Toms River, NJ 08755 / Phone #: 732-364-2045

Securities offered through LPL Financial, member FINRA/SIPC. Taxes in Retirement 567 and LPL Financial are separate entities. LPL does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

This seminar is not intended to be a substitute for specific individualized tax advice. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. We recommend you discuss your specific situation with a qualified tax or legal advisor.

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