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Complimentary WEbinar: RETIREMENT & TAX FREE INCOME

Did You miss our online Webinar
Or maybe you would like to rewatch it?

Don’t worry, we recorded it! You can view the webinar here:

WATCH RECORDED WEBINAR

Please let us know if you have any questions. We can schedule a 15 minute call, a one-on-one appointment, or if you are ready for your own Tax Free Green Line, just let us know through the form below.

This webinar, delivered by Orfin & Associates, will help you gain valuable insights into how some retirees generate a tax-free income. In addition, we’ll uncover 3 tax issues in retirement and how they may impact you!

Complimentary WebinarS:
“Retirement & Tax-Free Income”

This is no gimmick, just real time-tested retirement options and information on tax issues that may help you understand how a tax-free income may be possible in retirement. Join us as we discuss:

How Taxes
Affect Retirement

  • What higher taxes could do to your nest egg
  • Tax codes of today: what they mean to you
  • IRAs, 401(k)’s, 403(b)’s and taxes
  • Proper retirement and tax planning
  • What are the 3 tax issues in retirement?

Strategies for
Tax-Free Income

  • How insurance may help with tax-free income planning
  • Why tax rules differ for various retirement options
  • What to look for in a tax-free income plan
  • Getting the most of your retirement dollars

Tax-Free
Retirement Benefits

  • Protection of your money
  • Beneficiaries and tax-free payments
  • Avoiding probate
  • Flexible retirement options

Why Tax-Free Income In Retirement

  • The impact of taxes on your overall retirement
  • Potential ways to expand your income
  • Protecting and growing money, tax-free
  • Could tax-free retirement work for you?

3 Tax Issues & How They May Impact Retirement

  • The Federal S.E.C.U.R.E. Act 
  • Why some retirees are using a “drawdown” strategy 
  • Potential tax increases for surviving spouses
  • Recent changes in Required Minimum Distribution (RMD) laws
  • The “new rules” for beneficiaries of IRA accounts

WHAT'S YOUR Strategy FOR YOUR FUTURE?

Whether you’re looking for protection for your family, have questions about retirement, or simply want to learn more about financial and insurance options, we’re here to help. We are straight-forward, honest, and dedicated to your retirement and financial success. Let’s work together towards your future.

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Contact Information
  • (248) 918-5100
  • 363 W Big Beaver Road, Suite 200
    Troy, MI 48084
  • MI Ins Lic# 3227428
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Copyright © 2025 Dan Orfin & Associates

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

 

IMPORTANT CONSUMER INFORMATION

 

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

 

Daniel Orfin, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Orfin & Associates and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Orfin & Associates, License: MI  #3227428; AZ  #3227428; IN #584455; KY #DOI-674896; NV #3594019; OH #642309; PA #553972; VA #984455.

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