"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.
“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:
- 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
- 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
- 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
- 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?