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Taxes in Retirement

About This Webinar

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED

We have partnered with 567 Workshops to bring this timely content to your home! Our webinar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during our webinar, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.

Attend this online event and learn about:
• THE SECURE ACT: Discover the impact that its passing could have on your retirement savings.
• MARKET VOLATILITY: Strategies to help protect your assets from a market downturn.
• NEW TAX REFORM RULES: Understand the new rules and their impact on your retirement.
• TAX REDUCTION STRATEGIES: Help reduce taxes on your Social Security, Capital Gains, Interest Income, & more.
• RETIREMENT INCOME: Will you have enough? Learn how Social Security income is taxed and ways for you to
potentially keep more.

*Please note: this webinar is only 30 minutes in length but we will leave the room open for 45 minutes if there are questions at the end asked via the chat box.

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter

Jonah Collier

Vice President of Collier Financial
As an Investment Adviser Representative, Jonah is passionate about educating individuals and families on strategies to assist them in enjoying the most confident retirement possible!
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Hosted By
Collier Financial webinar platform hosts Taxes in Retirement

Collier Financial

Collier Financial is a name that represents the very family that supports our Clients. Since 1990, our local family owned company has developed relationships and trust with thousands of individuals. We are an independent firm that is not captive to a broker dealer or corporate agenda. We work for you and no one else. With our team of Investment Adviser Representatives who operate under a fiduciary standard of care for our Clients, and an administrative staff diligently working on your behalf, you will always feel like you are a part of something that makes a difference in your life.
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