Here is what you'll learn
Tax Risks Most Retirees Overlook
How additional income can turn Social Security into a "Tax Torpedo," what changes after losing a spouse, and how a large unexpected expense can wreak havoc on your tax bill.
Importance of Tax Diversification
The role Traditional, Taxable, and Roth accounts play in retirement, and how having the right mix gives you far more control over your tax bracket than most retirees realize.
Practical Planning Framework
How $100,000+ in retirement income can be structured with little to no tax, using the same framework you'll learn at the workshop, so you can move forward with confidence.
Save Your
Seat
If you want to keep more of what you've saved - don't miss this workshop!
Presented by Tofig Mammadov, CFP® - Prairie Capital Management
Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
The information presented at this event is based on our understanding of current tax law. Tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice.
Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.
Registered Representatives of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. BFCFS and BFC Planning, Inc. are not affiliated with Prairie Capital Management.