Central Arizona College - Superstition Mountain Campus
Any questions, please call 844-567-7760
805 S Idaho Rd, Apache Junction, AZ 85119
VIEW MAP & DIRECTIONSSpace is limited, so sign up today!
No Charge to Attend!
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The 2024 tax changes and how these could alter your retirement plan
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The SECURE Act 2.0 and what the new legislation means for you
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Ways to potentially protect yourself against volatile market conditions
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The changing rules for a retiring generation of Baby Boomers
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How loss deductions may affect your taxes in retirement
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Common misconceptions about taxes in retirement
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Possible tools and strategies available to retirees to help develop a retirement tax strategy
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A basic overview of the tax rules as they apply today
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Strategies to help protect yourself against the taxation of your Social Security income
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How rising taxes may affect your retirement cash flow
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) could 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 seminar to help American's nationwide navigate the retirement tax maze.
Join us at the Central Arizona College - Superstition Mountain Campus for an informational seminar covering Taxes In Retirement on May 1 from 6:30 PM - 8:00 PM or May 7 from 6:30 PM - 8:00 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.
Space is limited, so sign up today!
No Charge to Attend!
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 seminar 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.
Investing involves risk, including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Ensign Wealth Management. Ensign Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Ensign Wealth Management are not subject to Investment Advisor requirements.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Ensign Wealth Management. Ensign Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Ensign Wealth Management are not subject to Investment Advisor requirements.
2311305 - 03/24
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