Events

The Economy is Changing So Make Sure Your Retirement is Protected.

Are the recent financial issues having an impact on your retirement peace of mind?  If so, we would like to invite you to attend one of our workshops where you will learn many ways to maximize both growth and safety for the peace of mind you deserve.

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Taxes Are Taking A Growing Percentage Of SS Benefits From Seniors

ATTENTION RETIREES: The recently enacted changes in the tax law will increase both the numbers of taxpayers whose Social Security benefits are taxable and the portion of Social Security income that people will pay in taxes

JOIN US OCTOBER 11th

Learn How the NEW Tax Cuts & Jobs Act will Affect Your Retirement Income
  • Top tax Rate of 37% Kicks in at $12,500 for Trusts in 2018
  • Roth Conversions in Retirement
  • Increased Standard Deductions
  • Bunching Deductions
  • Tax FREE Qualified Charitable Distributions out of IRAs
  • Lower Individual Tax Rates

We'll Answer All Of These Questions And Much More.... 

LEARN MORE Click OR Call our Office to Register for..... NEW TAX CUTS & JOBS ACT THAT AFFECT YOUR RETIREMENT October 11th at 3:00pm or 6:00pm Do You Have Peace of Mind with Your  Current Retirement Plan?  Join Us for this FREE Educational Workshop 

Economic & Tax Changes That Affect Your Retirement

  • Please Join Us As We Talk About These Important Issues:
  • Is there a way to put Safety and Income Security First in Today’s Economy?
  • Alternative Options to Long Term Care and How to Avoid Devastation of Your Finances.
  • Why Doing Nothing Could be Detrimental to Your Future Income.‚
  • What current tax issues may impact your future income?
  • How to experience “market like” returns without risk of market fluctuations.
  • Your best hedge against inflation, higher taxes & rising health care.
  • Common mistakes that cause many retirees to lose their financial independence.

Join Us for an Fun Educational Event with our Guest Speaker Darian Andreson from Senior Tax Advisory Group. You Can Count On This To Be Time Well Spent, That You Will Get Value From.

Since 1998 Senior Tax has been devoted to assisting
anyone over the age of 50 with Protecting Their Assets and Increasing Spendable Income Through Tax Saving Strategies and Investments.

LEARN MORE Click OR Call our Office to Register for..... ECONOMIC & TAX CHANGES THAT AFFECT YOUR RETIREMENT October 16th at 3:00pm or 6:00pm Do You Have Peace of Mind with Your  Current Retirement Plan?  Join Us for this FREE Educational Workshop

 

Ready to get started on your way to a secure retirement future?

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