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You are invited to an online informational workshop!
Three Essential Steps To A Secure Retirement
A workshop on how to pay fewer taxes, create guaranteed income, and get the most out of Social Security. Join us for a complimentary online informational workshop.
Taxation-Discuss how to pay the absolute minimum in taxes. Learn about strategies to help you pay less in taxes keeping more of your hard earned money in your pocket.
Social Security- Did you know that up to 85% of your Social Security benefits can be taxable? Have you considered the strategies to help you decide when to take Social Security? Plan with all in mind.
Market Volatility- Avoid the Wall Street roller coaster while still growing your money. Build a plan to be able to live your lifestyle in good and bad markets without worrying you will run out.
RMDs- Retirement accounts have rules that if broken can carry stiff penalties and tax consequences. Plan for your required minimum distributions so that you don't lose control of your taxes.
Avoiding Mistakes- Making a mistake with your retirement income plan could cost you thousands. There are many pieces to the puzzle and a lot to figure out, learn some of the pieces you should be aware of.
Investment Advisory Services provided by Tucker Asset Management LLC, a Registered Investment Advisor. Guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Products and features are subject to state availability.
