Broker Check
14 Sept
How to Avoid Tax Traps in Retirement


Join us at this complimentary community-based seminar. Limited seating.

Retirees often pay more in taxes than expected because a confusing system treats various income types differently and contains hidden taxes and penalties.

Learn tax pitfalls that occur throughout the four stages of retirement:

  • Inflation: People view their future costs in current dollars and don’t anticipate how those costs will grow with inflation.
  • Longevity: People may end up living longer than they expect, which requires more money.
  • Expenses: People underestimate how much they need to maintain their pre-retirement standard of living.
  • Health care: People don’t realize how much of their savings will be spent on health costs.

Discover how to plan a tax strategy that …

  • Anticipates how and when you tap assets to cover your personal expenses.
  • Understands the range of taxes you will face at various stages.
  • Manages your actions so you pay as low a tax rate as possible.

Date and Time

Tue, Sep 14, 2021

6:15p - 7:15p EST


Miami Shores Brockway Memorial Library

10021 NE 2nd Avenue
Miami Shores, FL 33138
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