Broker Check
27 Jan
Taxes and Retirement Seminar

Description

• Discover how the new Federal Tax Legislation may cost your family thousands in tax dollars and what you can do about it.• Discover how the new Federal Tax Legislation may cost your family thousands in tax dollars and what you can do about it.• How to reduce taxation on your Social Security after you start receiving your benefits.• How two special claiming strategies may increase your total benefits.• Learn what the new Biden Tax Law may mean to your finances.• Potentially pay far less on your retirement income.• How married couples can avoid missing out on substantial benefits.• How to plan Social Security with all other sources of retirement income.

Date and Time

Thu, Jan 27, 2022

6:00p - 7:00p CST

Location

Central College, Graham Conference Center

812 University Street
Pella , IA 50219

Note

free parking across the street This seminar is designed to provide information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. Daniel Rundahl, Rundahl Financial Consultants, their employees, agents and/or affiliates do not provide tax or legal advice. Any estate planning methods discussed here are general in nature and are not directed at any particular individual or situation. An attorney should be consulted to help you decide which type of estate plan will best fit your individual situation. Any tax strategies discussed in this workshop are general in nature and not directed at any particular individual or situation. A CPA or tax planning specialist should be consulted before implementing any tax reduction or planning strategy. Securities and Insurance products are: • Not insured by FDIC or any federal agency. • May lose value. • No bank guarantee. • Not a bank product. Securities and investment advisory services offered through Brokers International Financial Services, LLC, Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. Licensed for insurance in IA, NE, SD, WI, MN, AK All information sources cited in this presentation are available upon request by calling our office at the number above. This presentation is for informational purposes only. It is not intended to provide legal, tax or investment advice. Be sure to consult a qualified professional about your individual situation. The presenter is licensed to sell insurance. By setting up a meeting with this advisor, you may be offered information about life insurance products. Licensed insurance professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

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