JOIN US & START BUILDING YOUR TAX-SAVVY RETIREMENT STRATEGY

We've all heard that "Knowledge is Power." Being well-informed on key issues such as the impact of taxation in retirement planning could prove to be the foundation of an abundant retirement.

 

Recently passed by Congress, The Tax Cuts and Jobs Act that took effect January 1, 2018 contains some of the most sweeping changes the tax code has seen in over 30 years. With tax-efficiency at the core of a solid retirement strategy, staying informed on how important changes may affect you and your family is pivotal. This workshop is designed to help you determine the steps necessary to minimize taxation of your assets and income in retirement. It's all about what you KEEP!

DON'T MISS IN THIS TAX & RETIREMENT WORKSHOP!

This workshop is designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today's latest legislation, how you could be affected,and strategies to create your own tax-efficient retirement.

 

This course will help you:

• Learn how NEW tax legislation could affect your retirement income

• Uncover the "Real" Tax System

• Understand the tax implications of RMDs

• Understand how to reduce taxation of your Social Security benefits

• Determining which account(s) to begin withdrawals for retirement income

• Create your own tax-efficient retirement strategy

 

What topics will be covered?

• Overview of new Tax Cuts & Budgets for 2018.

• Tax-Deferred vs. Tax-Free Retirement.

• How Social Security benefits are taxed.

• How Required Minimum Distributions (RMDs) Work and How to Minimize them.

• Uncovering the "Real" Tax System.

• Strategies to help minimize taxes in retirement.

• Tax-Advantages of Traditional

WORKSHOP-STYLE CLASS ON THE

IMPORTANCE OF TAXES IN RETIREMENT.

TUESDAY, DECEMBER 4TH @6:30PM — OR — THURSDAY, DECEMBER 6TH @6:30PM

THE ROY K. "SONNY" WATSON HEALTH SCIENCE BUILDING

80 COHEN WALKER DRIVE  |  WARNER ROBINS, GA 31088

RSVP NOW! SEATING IS LIMITED, SO REGISTER TODAY!
REGISTER BY PHONE NOW:
800-234-1792
THERE ARE NO COSTS OF ANY KIND AND NO OBLIGATION. TO RESERVE YOUR SEAT ONLINE, CLICK THE BUTTON BELOW. ENTER RSVP CODE: 153674

CLICK HERE TO RSVP ONLINE

©Copyright 2016. All rights reserved, Unauthorized use or duplication of content is prohibited. Please be advised that investing involves risk and that no particular investment strategy can guarantee against a loss. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available through this paper should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.

 

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

 

Not affiliated with the Social Security Administration or any other government agency. Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, Member FINRA/SIPC Investment Advisor Representative, Cambridge Investment Research Advisors,Inc. a Registered Investment Advisor, Cambridge and Retire By Design are not affiliated.

www.RetireByDesign.com | 478-329-0339