Taxes in Retirement

Taxes in Retirement

More About Taxes in Retirement


• Understand the official new tax reform rules and their impact on your retirement
• Ways to potentially protect yourself against volatile market conditions
• The changing rules for a retiring generation of baby boomers
• How the potential loss of deductions may affect your taxes in retirement
• Common misconceptions about taxes in retirement
• Possible tools and strategies available to retirees to help develop a retirement tax strategy
• A basic overview of the tax rules as they apply today
• Strategies to help protect yourself

Three Convenient Workshops to choose from
January 21, 2020 at 11:00am – 12:30pm or 6:00pm -7:30pm
January 22, 2020 at 11:00am – 12:30pm

Place – Village of Wellington Community Center
12150 Forest Hill Blvd, Wellington, FL 33414

Have Questions? Email

Barbara Magor Deel and Geoffrey Kasher

Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through American Investment Planners, LLC, an SEC Registered Investment Advisor. American Investment Planners, LLC and Cadaret, Grant & Co., Inc. are separate entities.

Tags: free seminars, retirement

Posted By: American Investment Planners

Event Details

Date: January 21, 2020
Time: 11:00am - 12:30pm

The Village of Wellington Community Center
12150 Forest Hill Blvd
Wellington FL 33414

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More About this Event Poster: American Investment Planners

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