Broker Check
09 July
Taxes In Retirement - TROY - Miami County Public Library (Troy Branch)

Description

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.

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.


Information provided should not be considered as tax advice from GWN Securities, Inc. or it’s representatives. Please consult with your tax professional. and Seminar Disclosures The presenter of this information is a registered representative of GWN Securities, Inc. and/or independent insurance agent. The presenter of this invitation as well as the information presented at the seminar is not related to, endorsed by nor connected with and not approved by any Government Agency or organization. Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products.

Date and Time

Tue, Jul 09, 2024

12:00p - 1:30p EST

Location

Miami County Public Library (Troy Branch)

419 W. Main St.
Troy , OH 45373
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PT1H30M

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