Taxes in Retirement 567
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April 9, 2024
When: Tuesday, April 9, 2024
Time: 11:00 AM to 12:00 PM
Venue: Charlie Ferguson Community Center
Address: 1398 Reinhardt College Pkwy, Canton, GA 30114
Speaker: Gregory Scott Phelps
During this seminar, we'll cover the following:
- The 2024 tax changes and how these could alter your retirement plan
- The Secure Act 2.0 and what the new legislation means for you
- Ways to potentially protect yourself against volatile market conditions
- The changing rules for a retiring generation of baby boomers
- How loss 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
*This event is designed for Accredited Investors.
Advisory Services offered through Griffith & Werner, Inc., a Registered Investment Advisor.