Taxes In Retirement Webinar - Somerset County
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No charge and without obligation to attend!
Eastern Time Zone

Attend this online event and learn about:

  • Understand the official new tax reform rules and their impact on your retirement

  • Changes to marginal income tax brackets and the alternative minimum tax

  • Limits on common itemized deductions, such as home mortgage interest and taxes

  • Increases in standard deduction amounts

  • Elimination of personal exemptions

  • Child tax credit rules

  • 529 savings plan enhancements

  • Additional provisions affecting business owners

THE TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.

If you're nearing retirement or already retired, you need to understand how taxes (including the Tax Cuts & Jobs Act changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we've developed a special webinar that has already helped many people nationwide navigate the retirement tax maze.

Join us for an informational webinar covering Taxes In Retirement on December 1 from 12:00 PM - 1:00 PM EST.

Our webinar will equip you with the most up-to-date and comprehensive information regarding retirement taxation. Using the information you'll learn during our webinar, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.

This Presentation is given by an Insurance Producer. Neither the Presenter nor the materials are affiliated with the United States Government or any United States Government Agency.

Sign up today!
No charge and without obligation to attend!
Eastern Time Zone

Register Now

Frequently Asked Questions

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial representatives, attorneys and other knowledgeable professionals).

Who is this for?

The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any TIR 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Taxes In Retirement 567 nor the Financial Professional presenting this webinar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Before investing in a 529 savings plan, please consider the investment objectives, risks, charges, and expenses carefully. The official disclosure statements and applicable prospectuses - which contain this and other information about the investment options, underlying investments, and investment company - can be obtained by contacting your financial professional. You should read these materials carefully before investing.

Financial professionals do not provide specific tax/legal advice and the information presented at this webinar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Frank Piccirillo II is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. 792 Chimney Rock Road, Suite D, Martinsville, NJ 08836
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