If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

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This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. The Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.

Securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC and Shunkwiler Financial are not affiliated companies.

Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.