Financial Seminar: Tax diversify your retirement income

Schedule

Thu Jul 23 2026 at 06:30 pm to 08:30 pm

UTC-07:00
Location

550 S Winchester Blvd | San Jose, CA

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Join us for our Tax Diversification Seminar
About this Event

How do taxes fit into your retirement planning?

Learn how to help reduce the effect taxes may have on your retirement income. Retirement isn’t what it used to be—especially with people generally living longer and spending more of their lives as retirees. With fewer companies offering pensions, and Social Security facing an uncertain future, the way we fund our retirement is changing, too. And tax rates? While they may be at historic lows now, there’s no telling where they’ll be in the future and how they’ll impact your retirement income. So, how can you keep more of the savings you’ve worked a lifetime to enjoy?


Join us for our Tax Diversification Seminar, where you’ll learn:

• What impact taxes can have on your retirement lifestyle.

• Why you should consider tax diversifying your retirement portfolio.

• How life insurance can provide valuable protection during your working years, and assuming the policy is structured properly, can also provide the opportunity for access to tax-free supplemental retirement income in the future.


Zoom Link:

https://nylife.zoom.us/j/91300305054?pwd=gPq1jOXxusfySYXqweemLbwYF32T3f.1

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Where is it happening?

550 S Winchester Blvd, 550 South Winchester Boulevard, San Jose, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

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New York Life
Host or PublisherNew York Life

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