According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have a plan for retirement?
Join us at the Gruene River Grill for an educational dinner workshop covering Taxes, Inflation, and Investments (including how to avoid the top 7 retirement planning mistakes that could save you time and money) on Tuesday, April 16, from 6:30 - 8:00 pm. Complimentary dinner will be served. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks.
It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.
The concepts discussed are most suitable for those with investable assets of $150k or more. Using the information you’ll learn during this workshop, you’ll be better positioned to develop a successful retirement and estate strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.
If you would like more information on how to optimize your retirement income while reducing taxes, this workshop is for you.