Taxes in Retirement

### Join us for an educational seminar where we'll focus on:

• 66% of Americans are worried they’ll run out of money in retirement
• Ways to potentially protect yourself against volatile market conditions.
• 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
• Will taking RMDs push you into a higher tax bracket?
• Possible tools and strategies available to help develop a retirement tax strategy
• Strategies to help protect yourself against the taxation of your Social Security income
• The new administration’s tax changes and how they could alter your retirement plan
• The SECURE Act 2.0 and what this legislation means for you
• How Real Estate investments can impact your taxes in retirement