Complimentary Webinar:
"Tax-Free Income Strategies"

Is a Tax-Free Retirement possible?

Find out this (and more) at our online education session.

All registrants will receive an email with instructions on how to attend. Session will be held on:

THURSDAY, MAY 6th at 6:00 pm CDT.

You must register to attend.

Complimentary Webinar:

“Tax-Free Income Strategies”

Join Jim Hallisey of Simply Smart Solutions, as we discuss tax-free income options for retirees and how to leverage them in your retirement plan. In this no-cost, no-obligation webinar, on Thursday, May 6th CDT we’ll discuss:

Implications of Taxes In Retirement

  • What happens to your retirement income if taxes go up?
  • Current tax laws: how they impact your income 401(k), IRA, and other retirement accounts
  • Planning for tax implications

Tactics For a Tax-Free Income

  • Financial products that may provide tax-free income
  • Insurance vs. Investments: how the rules differ
  • Key factors in choosing a tax-free income strategy
  • Maximizing your retirement income

Benefits of Tax-Free Retirement Strategies

  • Protecting your money while it grows
  • Providing tax-free income for your beneficiaries
  • Eliminating the need for probate
  • Adding flexibility and tax-free liquidity to your portfolio

Why Tax-Free Income Matters

  • How taxes can change your overall retirement picture
  • Possible ways to enhance your income
  • Ways to protect and grow your money, tax-free
  • Can you retire tax-free?
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