As highlighted by Forbes magazine, a significant concern for many Americans nearing retirement is the fear of depleting their financial resources. Have you developed a solid retirement plan to address this potential challenge?
Join us at Collin College - Courtyard Center for an educational workshop covering Taxes and Retirement Planning on Thursday, May 2, from 6:30 - 8:00 pm. (Only a few spots left)
Prioritize the welfare of your loved ones by gathering information from
professionals in the industry to explore potential avenues for reducing the tax
impact on your retirement income, including Social Security. If you are looking for ways to carefully position your investments at reduced risks, all while prioritizing the protection of your family, this might be the process for you.
Understanding the intricacies of tax-efficient investment harvesting and retirement income collection is crucial, as it holds the potential to protect substantial funds for the future security of yourself and loved ones.
This class is for families like yours who are frustrated with paying too much in
taxes, and who want to prepare a legacy for their family. If you're seeking a secure process to navigate these financial considerations, this event may be beneficial for you.
Note: The strategies presented are most appropriate for those with $500,000 or
more in investable assets.