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:
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!
“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:
- 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?
- 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
- 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