The Four Pillars of a Successful Retirement

Preparing for Retirement

  • How do I keep the income flowing in retirement?
  • How do I protect my assets?
  • How can I convert my retirement accounts into retirement income?

Upcoming Workshop Dates

September 10th (Tuesday Evening)
6:00pm-8:00pm

Register

Seating is limited. If you have any trouble registering for this class please call our office at 515-986-2009

Location Information

Join us for this complimentary educational seminar in the Community Room at the West Des Moines Learning Resource Center.

3550 Mills Civic Pkwy, West Des Moines, IA 50265

Directions

The Four Pillars of a Successful Retirement

Preparing for Retirement

  • How do I keep the income flowing in retirement?
  • How do I protect my assets?
  • How can I convert my retirement accounts into retirement income?

Join us for this complimentary informational seminar in the Community Room at the West Des Moines Learning Resource Center.

Upcoming Workshop Dates

September 10th (Tuesday Evening)
6:00pm-8:00pm

Register

Seating is limited. If you have any trouble registering for this class please call our office at 515-986-2009

Location Information

Join us for this complimentary educational seminar in the Community Room at the West Des Moines Learning Resource Center.

3550 Mills Civic Pkwy, West Des Moines, IA 50265

Directions

Seating is limited •  Adults only please •  Spouses urged to attend

Attend this seminar and learn about:

  • Understand the official new tax reform rules and their impact on your retirement.

  • Ways to potentially protect yourself against volatile market conditions.

  • The changing rules for a retiring generation of baby boomers.

  • How lost deductions may affect your taxes in retirement.

  • Common misconceptions about taxes in retirement.

  • Possible tools and strategies available to retirees to help develop a retirement tax strategy.

  • A basic overview of the tax rules as they apply today.

  • Strategies to help protect yourself against the taxation of your Social Security income.

  • How rising taxes may affect your retirement cash flow.

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Our seminar 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 seminar, 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.

The Four Pillars of a Successful Retirement

If you have any trouble registering please call our office at 515-986-2009.













Disclaimer
*By adding your phone number you are opting in to receive a text reminder message, regular text/data rates may apply.

The Four Pillars of a Successful Retirement

If you have any trouble registering please call our office at 515-986-2009.













Disclaimer
*By adding your phone number you are opting in to receive a text reminder message, regular text/data rates may apply.