Money Month: Tax Diversify Your Retirement Income
How do taxes fit into your retirement planning?
Learn how to help reduce the effect taxes can have on your retirement income.
Retirement isn’t what it used to be—especially with people living longer and spending more of their lives as retirees. With fewer companies offering pensions, and Social Security facing an uncertain future, the way we fund our retirement is changing, too.
And tax rates? While they may be at historic lows now, there’s no telling where they’ll be in the future and how they’ll impact your retirement income.
So, how can you keep more of the savings you’ve worked a lifetime to enjoy?
Join us for this free Tax Diversification Seminar, where you’ll learn:
Why you should tax diversify your retirement portfolio
Where your retirement income may come from
What impact taxes can have on your retirement lifestyle
How nontraditional options can supplement your retirement income using permanent life insurance, while providing valuable life insurance protection during your working years
This is a free event. Please contact the library to sign up! Happens in the East Room. (This is part of a monthly series in April.)
Presented by Ardal Powell, MA, PhD, a Financial Services Professional Agent with the New York Life Insurance Company. He is based in New Windsor, NY.
(This is an informational and insurance sales presentation. Neither New York Life nor its agents provide tax, legal, or accounting advice. Please consult your own professional for tax, legal, and accounting advice. Attendees are not required to purchase any products or services.)
When Wed Apr 4, 2018 6pm – 7pm Eastern Time
Where Tivoli Free Library, 86 Broadway, Tivoli, NY 12583, USA (map)
