Join us for our seminar: 

Optimizing Your Tax Strategy: Gain Control of Your Taxes in Retirement

Do you have a retirement tax strategy? If you’re already in, or nearing, retirement, it's important to understand how taxes, including many significant, recent changes, may impact your retirement income. Join us for a complimentary workshop where we will discuss the following important topics:

• How Biden's proposed tax laws may impact your retirement income.
• What's changing for taxes and Social Security in 2021.
• Why taxes can be one of your biggest retirement expenses without a proper plan in place.
• Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
• How to lock-in historically low tax rates now, before taxes increase.
• Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
• How you can create tax-free retirement income and potentially lower your tax bracket in retirement.

And MUCH more!

Date: June 21st and June 24th at 6 PM
Please specify which date you will be attending in your registration comments.
Location: 855 W. Bridge Rd., Polk City IA 50226
Phone: (515) 984-7100
Visit www.luanasavingsbank.com for additional info. and photos.