RETIREES AND PRE-RETIREES HAVE LOTS OF CHOICES TO MAKE WHEN IT COMES TO THEIR MONEY. That’s why we’re hosting this webinar session exclusively focused on “Green-Line Tax-Free Income.” Join us June 24th at 4:30 or June 28th at 6:30, and learn how to “Stay In The Green.”
Complimentary Webinar: “Green-Line Tax-Free Income Strategies”
Join Dan Orfin, of Orfin Associates as we discuss tax-free income options for retirees and how to leverage them in your retirement plan.
In this no-cost, no-obligation webinar, we’ll discuss:
Implications of Taxes In Retirement
- What happens to your retirement income if taxes go up?
- Current tax laws: how they impact your income
- 401 (k), IRA, and other retirement accounts
- Planning for tax implications
Tactics For a
Tax-Free Income
- Financial products that may provide tax-free income
- Insurance Vs.Investments: how the rules differ
- Key factors in choosing a tax-free income strategy
- Maximizing your retirement income
Benefits of Tax-Free
Retirement Strategies
- Protecting your money while it grows
- How to provide tax-free income for your beneficiaries
- Eliminating the need for probate
- How to add flexibility and tax-free liquidity to your portfolio
Why Tax-Free
Income Matters
- How taxes can change your overall retirement picture
- Possible ways to enhance your income
- Ways to protect and grow your money, tax-free
- Can you retire tax-free?
We believe in keeping your money safe, helping you obtain a reasonable rate of return and keeping things simple.
Contact INformation
- (248) 918-5100
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363 W Big Beaver Road, Suite 125
Troy, MI 48084 - MI Ins Lic# 3227428
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