JOIN US FOR A COMPLIMENTARY PRESENTATION

HOW TO LOWER AND EVEN ELIMINATE TAXES IN RETIREMENT!

Dinner Presentation For You and an Adult Guest

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What You'll Learn

  • What impact could the Biden Tax Plan have on your retirement?
  • Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
  • How can your income be tax free?
  • Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
  • How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
  • Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
  • How to help reduce investment risk in your portfolio.
  • GLOBAL ECONOMY: What impact could the Russia-Ukraine crisis have on the economy (and your retirement)?
  • INFLATION: Will your investment yields be able to keep up with rising inflation?

Featured Speaker

John Merkel

Taxes in Retirement can be confusing and frustrating. What's worse, is that many financial advisors can't even talk to you about this subject, yet it’s the single most important aspect of your retirement!

Join me for this Special Event, where I will discuss how we help make sense of taxes during this critical stage of your life.

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