Broker Check
21 June
Optimizing Your Tax Strategy: Gain Control of Your Taxes in Retirement

Description

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.

Date and Time

Mon, Jun 21, 2021

6:00p - 7:00p PST

Location

Luana Savings Bank

855 W. Bridge Rd.
Polk City , IA 50226

Note

Visit www.luanasavingsbank.com for additional info. and photos.

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