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 seminar that has already helped nearly 700,000 people nationwide navigate the retirement tax maze.
Join us at the Huntersville Arts and Cultural Center for an informational seminar covering Taxes In Retirement on June 1 from 11:00 AM - 12:30 PM or June 6 from 11:00 AM - 12:30 PM.
The seminar 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 seminar, 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.