Taxes In Retirement Webinar - Greater Houston
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Attend this online event and learn about:

  • The SECURE Act and the impact that its passing could have on your retirement savings

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

  • Ways to address volatile market conditions 

  • The changing rules for a retiring generation of baby boomers

  • How lost 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

THE NEW 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 new 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 nearly 70,000 people nationwide navigate the retirement tax maze.

Join us for an informational online webinar and insurance sales presentation covering Taxes In Retirement on May 19 from 11:00 AM - 12:00 PM US/Central or May 25 from 11:00 AM - 12:00 PM US/Central.

Our webinar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during our webinar, you'll be better positioned to develop a retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.

Sign up today!
No Charge to Attend!
Central Time Zone

Register Now

Frequently Asked Questions

Who is presenting?

Christopher J. Maurer, a financial advisor. Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

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

Is there a "sales" pitch?

No, our webinars are intended to be 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 Taxes In Retirement 567 speaker during or after the webinar.

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.

By registering, you agree to our Privacy Policy.

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.

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. SagePoint Financial, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of SagePoint Financial, Inc. This communication is strictly intended for individuals residing in the states of TX, AZ, CA, FL, GA, IL, LA, NY, OH, & WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. SagePoint Financial, Inc. does not provide tax or legal advice.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

Christopher Maurer | 6750 West Loop South, Suite 825, Bellaire, TX 77401 | (713) 667-4884

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