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Understand the potential impact taxes have on your retirement income.

If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) may 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 can be challenging to get accurate and timely information.

That is why we've developed a special webinar that has already helped many people nationwide navigate the retirement tax maze.

*Neither the firm nor its agents or representatives may give tax or legal advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

During this online event, you'll learn about:

  • The SECURE Act and the impact that its passing could have on your retirement savings

  • Understand the official new tax reform rules and their potential impact on your retirement

  • Ways to potentially protect yourself against volatile market conditions

  • The changing rules for a retiring generation of baby boomers

  • How lost 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 protect yourself against the taxation of your Social Security income

  • How rising taxes may affect your retirement cash flow

SCHEDULE

MONDAY
NOVEMBER
11AM
WEDNESDAY
NOVEMBER
11AM

SPEAKER:

Charles Ragonese

President of Mountain Peak Financial, Inc.

CA lic. #0B02155​

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