Taxes in Retirement Workshop in Kenosha, WI

This educational workshop will provide you with much needed information to help you identify the types of taxes you will face at various stages of your retirement and why you need to manage taxes even before you retire. After this class, you will have a better understanding of how taxes affect your retirement and the mistakes to avoid when it comes to your income sources, investment portfolio, health care, and estate.

TOPICS WE WILL DISCUSS:

• How to potentially reduce taxation on your social security after you start receiving your benefits.
• How you can potentially fill the gap between social security & your desired retirement income.
• The five plans you need in retirement & why your tax plan is not a one time event, but rather an ongoing process
• How to use the Roth conversions to create increasing TAX-FREE lifetime income benefits for you & your spouse.
• Learn strategies that teach you how to withdraw your retirement income in the most tax effecient manner & have it guaranteed for life.

AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS:

• Why waiting to take Social Security may or may not be your best move.
• What happens if your spouse is still working?
• What if you still are or want to work part-time?
• What if you are divorced or widowed?
• How to maximize your Social Security benefits.

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.

This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability. The firm also assumes no duty to update any information in this presentation for subsequent changes of any kind. Advisory services offered through Portfolio Medics.

Host or Publisher Maria Fliess