How to Avoid Taxes in Retirement-FREE Seminar
In our new 90-minute COMPLIMENTARY tax seminar, How to Avoid Taxes in Retirement, we’ll unveil the ONE thing you can do to avoid taxes and extend the life of your retirement portfolio by 10 or more years! If your 15 years from retiring and have a significant amount of savings in a 401(k), IRA, or 403b you should plan to attend this seminar. We’ll be posting an online version of the seminar shortly for those people who live outside of Central Massachusetts.
Dates/Locations:
Wednesday, June 7, 2017 – 6:30-8:00pm – Mount Wachusett Community College, Leominster, MA Campus
Wednesday, June 14, 2017 – 6:30-8:00pm – Worcester State University, Worcester, MA
Here’s what you’ll learn:
- How our Retire R.I.T.E. (Risks, Income & Tax Efficiency) Strategy and software solves the biggest threats to your retirement
- How to make your portfolio last longer without adding one cent to it
- How your portfolio withdrawal strategy reduces taxes
- How to rescue your 401k – IRA – 403b from the threat of future tax increases
- The taxing of Social Security, Medicare and your retirement plans
- The tax free retirement plan that gave one couple financial freedom in their retirement
- How to develop your own Retire R.I.T.E. plan to reduce your tax rate to as close to zero as possible
Get a sneak peek (and free report) from our Tax Savings/Efficiency software here
Can’t make the seminar, request an Income/Tax Efficiency assessment with an affiliated advisor here
