Bethel Park Community Center

Any questions, please call 844-567-7760

5151 Park Ave, Bethel Park, PA 15102

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No Charge to Attend!

“A leading educational resource for those nearing retirement”

Attend this seminar and learn about:

  • The 2023 tax changes and how these could alter your retirement plan

  • The Secure Act 2.0 and what the new legislation means for you

  • 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 my affect your retirement cash flow

“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 seminar that has already helped nearly 700,000 people nationwide navigate the retirement tax maze.

Join us at the Bethel Park Community Center for an informational seminar covering Taxes In Retirement on December 5 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. The concepts discussed in this course are most suitable for those with investable assets of $500k or more. 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.


Check the background of this investment professional and firm on FINRA’s BrokerCheck

Space is limited, so sign up today!
No Charge to Attend!

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 seminar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, the seminars are strictly 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 seminar.

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. No investments will be promoted. 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 seminar are affiliated with the Social Security Administration or any other governmental organization.

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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.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Carson Wealth Management nor any of its representatives may give legal or tax advice.

Neal McGrath | Wealth Advisor. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. One Bigelow Square, 20th Floor, Pittsburgh, PA 15219 | 4129042017
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