Attend this seminar and learn about:
66% of Americans are worried they'll run out of money in retirement
Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability
Common misconceptions about taxes in retirement
Possible tools and strategies available to help develop a retirement tax strategy
Tax avoidance strategies to help increase investment returns
Strategies to help protect yourself against the taxation of your Social Security income
Tax rules to take advantage of before they may disappear
The 2024 tax changes and how these could alter your retirement
Ways to potentially protect yourself against volatile market conditions
Testimonials
See what people are saying about Retire Well
Value of information 4.76 / 5.00
Clarity of presentation 4.81 / 5.00
Overall score 4.79 / 5.00
"Presentation was straightforward and informative. It gave me some things to consider."
Yvonne Wilson
“I laughed...I cried...it was a spectacle!”
Karen Price
"Very informative, thanks!"
Ray Oler
“Good information, clearly communicated.”
Cindy Smith
“Very good presentation. The information was very well thought out that made sense.”
Anthony Hill
“Wonderful, incredible and awe-inspiring!”
Sarah Hill
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Free event
8000 Days - Preparing for and Living in Retirement
Financial Educational Workshops
Join us there
August19or20
100 West Millard Street, Johnson City, TN 37604
6:00PM - 7:30PM US/Eastern
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