Taxes in
Retirement

Information to Minimize Taxes and Keep More in Retirement

Before the year ends, learn what you need to do to take advantage of the new changes in effect.

Now includes an update on the new 2020 Secure Act.

Envision

This course will address the Following Topics

Spots are limited 

Reserve yours today

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This course is designed to help you:

Learn how NEW tax legislation could affect your retirement income

Uncover the “Real” Tax System

Understand the tax implications of RMDs

Understand how to reduce taxation of your Social Security benefits

Determining which account(s) to begin withdrawals for retirement income

Create your own tax-efficient retirement strategy

EDUCATE

WORKSHOP COMMITMENT

These workshops are strictly educational and do not promote any products or companies. A “Hear It. See It. Write It” teaching method makes it easy for you to understand, retain and profit from the information covered.

WHO SHOULD ATTEND

Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today’s latest legislation, how you could be affected, and strategies to create your own tax-efficient retirement.

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Workshop topics

Decision 2020

Space is limited | Social Distancing Guidelines in Place | Masks are required

WILL THE 2020 ELECTION CAUSE YOU TO CHANGE YOUR RETIREMENT STRATEGY?

With all of the unknowns and the uncertainty of the stock market around election time, one of the biggest things you should remember is to be patient and not to panic.

If you’re comfortable with the amount of risk you are currently exposed to and have the time to ride out whatever may come, you may want to stick it out and see what happens.

This free informational workshop will help you:

Workshop Schedule

Hilton Garden Inn, North Phoenix

Saturday, October 24

9:30am -11:30am

-or-

Wednesday, October 28

6:00pm -8:00pm

For more information, or to register,
call (833)917-1856 or visit www.yoursvp.com
and enter code: LUJWES