Taxes in Retirement Workshop in Perry Hall, MD
Schedule
Thu May 09 2024 at 06:00 pm to 07:00 pm
UTC-04:00Location
Perry Hall Public Library | Perry Hall, MD
About this Event
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.
ATTEND THIS SEMINAR TO LEARN:
- The 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 avoid the over-taxation of your Social Security income
- How rising taxes may affect your retirement cash flow
We feel that using the information you'll learn during our seminar, you'll be better positioned to develop a successful retirement tax strategy that can potentially help you avoid 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.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Love Light Flourish, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Educational only and not financial, tax or legal advice. Everyone has their own situation and needs to meet with a qualified professional. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Love Light Flourish LLC and Sound Income Strategies LLC are not associated entities.
© 2024 Sound Income Strategies.
Where is it happening?
Perry Hall Public Library, 9685 Honeygo Boulevard, Perry Hall, United StatesEvent Location & Nearby Stays:
USD 0.00