Taxes Don't Retire When You Do - Is Your Retirement Tax Smart?

Hi Carly, 

We would like to do digital events with you on October 14th and 21st.  We are planning on hosting these at the Five Forks Library in Simpsonville, SC.  Unfortunately, we can only schedule/reserve that 60 days in advance, so we don’t have that 100% confirmed yet, but have everything ready to reserve those dates as soon as the window opens.  

What do we need to do to get started with you?  Our presentation will be on taxes and incorporating the highlights of the new OBBBA.  All attendees will get this handout.  

Here are some of the bullets we are using on our dinner seminar: 

No tax on Social Security Income! Fact or Fiction?

• Social Security benefits may still be subject to income taxes. Find out what you can do to use the OBBBA to eliminate income taxes on your Social Security Income. 

The OBBBA made many tax laws “permanent”, but are they really?

• Find out what “permanent” really means according to the OBBBA.

Age 65 or older? Do you qualify for the NEW “Senior Bonus Deduction”?

• Learn how this new deduction can work in your favor.

Taxes are just one piece of your retirement puzzle.  Are you missing any of the others?

• Discover the 5 key areas every retirement plan should cover — and find out if your current strategy checks all the boxes.

Do you have the 2 key things that add financial confidence in retirement?

• Learn about the 2 most important things you can have to increase your financial confidence throughout your retirement journey.