“A leading educational resource for those nearing retirement”
— 
Charlotte Mecklenburg Library - SouthPark Regional
Any questions, please call 844-567-7760
7015 Carnegie Boulevard, Charlotte, NC 28211
VIEW MAP & DIRECTIONSSign up today!
No Charge to Attend!
Attend this seminar and learn about:
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The 2024 tax changes and how these could alter your retirement plan
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Social Security is giving a raise in 2024. But what if this pushes you into a higher tax bracket?
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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
“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 Charlotte Mecklenburg Library - SouthPark Regional for an informational seminar covering Taxes In Retirement on May 30 from 6:00 PM - 7:30 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.
Sign up today!
No Charge to Attend!
Frequently Asked Questions
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.
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.
Karen Meyer Holland is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Investment Advisors, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
This seminar should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenters on the date of the seminar and are subject to change. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
References to specific investments should not be construed as being past specific recommendations of Fusion Investment Advisors. The returns for various indices discussed in this seminar do not represent the performance of the firm or any of its advisory clients. Returns do not reflect the impact that advisory fees will have on an investment.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.
Historical performance returns for investment indexes and/or categories usually do not deduct transaction and/or custodial charges, or advisory fees, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed a specific benchmark.
Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.
Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees.
This seminar should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenters on the date of the seminar and are subject to change. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
References to specific investments should not be construed as being past specific recommendations of Fusion Investment Advisors. The returns for various indices discussed in this seminar do not represent the performance of the firm or any of its advisory clients. Returns do not reflect the impact that advisory fees will have on an investment.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.
Historical performance returns for investment indexes and/or categories usually do not deduct transaction and/or custodial charges, or advisory fees, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed a specific benchmark.
Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.
Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees.
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