960 Memorial City Way, Houston, Texas, United States
PROTECTING YOUR RETIREMENT FROM TAX HIKES, MARKET VOLATILITY, INFLATION, & MORE
Come have lunch with us and learn about tax planning strategies designed to help your family be prepared to meet all obstacles faced in your retirement years.
• National Debt & Government Spending: How might the trillions of dollars in proposed tax & spending bills could
negatively impact your taxes in retirement?
• Legislative Risk: Could new legislation from Washington derail your retirement?
• Tax Alert: With the Trump Tax Cuts set to expire in 2025, what impact will this have on your retirement tax bill?
• Market Volatility: Is your portfolio prepared to withstand a potential market drop during retirement?
• Inflation: How will rising inflation impact your purchasing power in retirement?
• Tax-Efficient Planning: What are the best tools to build a tax-efficient retirement income strategy?