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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!

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

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
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