Taxes in Retirement Workshop in Midlothian, VA

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

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.

ATTEND THIS SEMINAR TO LEARN:

• The official new tax reform rules and their impact on your retirement
• Ways to potentially protect yourself against volatile market conditions
• The changing rules for a retiring generation of baby boomers
• How loss deductions may affect your taxes in retirement
• Common misconceptions about taxes in retirement
• Possible tools and strategies available to retirees to help develop a retirement tax strategy
• A basic overview of the tax rules as they apply today
• Strategies to help protect yourself against the taxation of your Social Security income
• How rising taxes may affect your retirement cash flow

Our 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 our 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.

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.

The information and opinions contained in any of the material provided for this education workshop are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Any references to protection benefits or steady and reliable income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Advisory services are offered through Kingsguard Capital LLC and their Strategic Partners Gradient Investments LLC. Gradient Investments LLC is a member of the Gradient Financial Group, which offers and provides a wide array of resources and support to financial services professionals. Gradient Financial Group, LLC provides services to the Member firms comprising the Gradient Financial Group, but it does not directly or indirectly control the management, policies, or business operations of any of the Member firms, which are each separate, distinct, and independent entities. Gradient Investments, LLC is an SEC registered investment advisor.

Kingsguard Capital is a Registered Investment Adviser in the state of Virginia & Florida. Insurance products and services are offered through Reliant Retirement Corp. Kingsguard Capital is a Registered Investment Adviser firm CRD# 296945

Host or Publisher Jessica Cervinka