Navigating Taxes in Retirement, Social Security, and Medicare

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 may be challenging to get accurate and timely information. That is why we've developed a special seminar that has already helped many people nationwide navigate the retirement tax maze.

Your host and presenter for the evening is Yuerg Eichmann, Founder of Swiss American Financial Solutions. During this event, he will show you how you can preserve your capital, maximize your retirement income, minimize your risk and prepare for the changes coming from the current presidential administration. During the presentation, he will address the facts and provide suggestions for avoiding the most common financial mistakes and how to take the worry out of living your best life in retirement.

Attend this seminar to learn:

• Creating tax-free cash flow.
• Turning existing IRAs into tax-free accounts.
• Learning how to plan a retirement that benefits YOU — not the IRS.
• Seeing why taxes may be the biggest retirement risk you haven’t planned for.
• Interest Rates — As rates trend downward, explore higher-yield investment options that could offer more consistent cash flow opportunities.
• Is your money in the right place given the current market condition?
• How will my Social Security be taxed?
• How you can potentially fill the gap between Social Security and you desired retirement income.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

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Host or Publisher Yuerg Eichmann