"A leading educational resource for those nearing retirement"

— Forbes

Taxes In Retirement

Join Us for an Educational Seminar Where We'll Focus On:

  • 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

A representative will contact you to confirm your reservation. Please make sure to provide a VALID, REACHABLE number.

Upcoming Events — Pasadena, CA

Presented by Deanna Jackson with 300 Financial Group.

Space is limited, so sign up today!

No Charge to Attend!

September
22
Tuesday
12:00 PM – 1:00 PM
September
23
Wednesday
12:00 PM – 1:00 PM
October
6
Tuesday
12:00 PM – 1:00 PM
October
7
Wednesday
12:00 PM – 1:00 PM
Live Q&A

Bring your questions — there is a live Q&A session where you can speak directly with Deanna.

Jackie Robinson Community Center

1020 N Fair Oaks Ave
Pasadena, CA 91103

View on Google Maps
Register Now

300 Financial Group and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under 300 Financial Group. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Please put cell phone preferred

Why Attend This Seminar?

If 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.

Upcoming Events — Pasadena, CA

Presented by Deanna Jackson with 300 Financial Group.

Space is limited, so sign up today!

No Charge to Attend!

September
22
Tuesday
12:00 PM – 1:00 PM
September
23
Wednesday
12:00 PM – 1:00 PM
October
6
Tuesday
12:00 PM – 1:00 PM
October
7
Wednesday
12:00 PM – 1:00 PM
Live Q&A

Bring your questions — there is a live Q&A session where you can speak directly with Deanna.

Jackie Robinson Community Center

1020 N Fair Oaks Ave
Pasadena, CA 91103

View on Google Maps
Register Now

300 Financial Group and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under 300 Financial Group. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Jackie Robinson Community Center

1020 N Fair Oaks Ave, Pasadena, CA 91103

Join Us for This Free Educational Seminar — No Charge to Attend!

See our FAQ for more information. This presentation has not been endorsed by the Social Security Administration, nor is the Financial Professional presenting this seminar affiliated with the Social Security Administration or any other governmental organization.

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Join us for an informational seminar and insurance sales presentation.

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