Back By Popular Demand:
Your Retirement & Taxes Live
at William Jewell College
MISTAKES THAT COULD AFFECT 55+ INVESTORS TODAY
Why taxes can easily be one of your biggest expenses in retirement
(and what you can do to help minimize them)
At this COMPLIMENTARY live event, you will:
Discover 3 steps to creating an income plan, and the tools at your disposal to help ensure your income lasts as long as you need it to.
Understand risk and what it means for you, and how market volatility can trigger emotional reactions.
Find out a strategic method for taking income from all your accounts (401Ks, IRAs, 403b’s, ROTHs, etc.) to help minimize taxes
Learn which “Old World” myths about money limit most retirement plans today
Live In-Person Class Details
William Jewell College
Pryor Center for Leadership Development | Room 109
17 S. Jewell Street Liberty MO 64068
Tue March 15, 2022
11 AM -or- 5 PM
Once you register, our team will reach out to you with additional information and event details.
Want to know ways to help reduce (or even eliminate) the taxes owed on certain accounts in retirement?
This is a can't-miss event!
Discover how the “Four Buckets Approach” to tax planning can help you avoid costly tax mistakes and lost income.
Learn what every investor should know on how the most common financial vehicles are taxed.
See where “traditional” retirement advice breaks down, and ways new unconventional wisdom could minimize your taxes and make income last longer.
Understand how your Social Security fits into the big picture, and why when you claim can affect you permanently.
Find out how to keep more dollars for retirement and give less to the IRS!
Complete the form below to register now!
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