You Will Learn About:
What you can do today to improve your chances of an income stream in retirement.
This isn't about theory — it's about what can actually work for people with real money, facing real risks, in today's world economy.
What you don't know about your current retirement plan could cost you — how to spot any cracks before it's too late.
Why your parents' traditional financial strategies may no longer work and what you should consider doing instead.
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No Charge to Attend
Grijalva Sports Center
368 N Prospect St Orange, CA 92866
View Map & DirectionsIf you're approaching or already in retirement, it's important to understand how current tax regulations, including recent changes, can affect your retirement income without you even knowing.
By attending this seminar, you'll learn about the most up-to-date and comprehensive information regarding retirement taxation — and how to potentially save thousands of your hard-earned dollars. This includes efficient ways to manage your income sources — whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. With this knowledge, you'll be better prepared to develop a successful retirement tax strategy that could help protect your income from excessive taxes and ultimately help you save more money.
This seminar, which has already guided nearly 1.8 million people nationwide through the complexities of retirement taxes, is designed to equip you with useful knowledge through an experienced financial professional. Sign up today to join a growing community committed to financial clarity and confidence.
66% of Americans are worried they'll run out of money in retirement
Common misconceptions about taxes in retirement
Strategies to help protect yourself against the taxation of your Social Security income
The SECURE Act 2.0 and what this legislation means for you
Ways to potentially protect yourself against volatile market conditions
Will taking RMDs push you into a higher tax bracket?
The new administration's tax changes and how they could alter your retirement plan
Balancing pre-tax Traditional IRA/401(k), post-tax (Roth IRA), and taxable accounts to manage future tax liability
Possible tools and strategies available to help develop a retirement tax strategy
How Real Estate investments can impact your taxes in retirement
368 N Prospect St, Orange, CA 92866
See our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Enlighten 587 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
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