are invited to join us for
A Special LIVE Event: Tax Strategies for Protecting Retirement Income
THANK YOU, REGISTRATION IS CLOSED FOR THIS EVENT. WE HOPE TO SEE YOU NEXT TIME.
In these challenging times, the Federal government has spent trillions of dollars more than in previous years. If taxes go up, do you have a plan? Join us for this informational live event.
This LIVE EVENT, presented by Orfin Associates, will show you various methods for protecting your income in retirement. In addition, we’ll review ways to create tax-free or tax-deferred retirement income.
Enjoy a delicious meal as you discover:
The Tax Impact
- Protecting your money in uncertain times
- Payouts to beneficiaries without tax liability
- No probate – how this impacts legacy planning
- Flexible retirement strategies
We will also discuss:
Retirement
Benefits:Tax-Free
- Protecting your money in uncertain times
- Payouts to beneficiaries without tax liability
- No probate – how this impacts legacy planning
- Flexible retirement strategies
Learn:
Strategies for Non-Taxable Retirement Income
- Potential insurance options for tax-free income
- Tax rules for various retirement savings methods
- Using Long Term Care in your strategy
- Legacy protection
And Discover:
Is Tax-Free Retirement Possible?
- Could higher tax impact your retirement?
- Possible methods for maximizing your retirement income
- Potential tax-free options for your money
- The long term impact of low or no taxes on your retirement income
We believe in keeping your money safe, helping you obtain a reasonable rate of return and keeping things simple.
Contact INformation
- (248) 918-5100
-
363 W Big Beaver Road, Suite 125
Troy, MI 48084 - MI Ins Lic# 3227428
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.