Courtyard by Marriott Charlotte Fort Mill

War Bird Board Room
1385 Broadcloth Street, Fort Mill, SC 29715

VIEW MAP & DIRECTIONS

Seating is limited, so sign up today!

No Charge to Attend!

Courtyard by Marriott Charlotte Fort Mill

War Bird Board Room
1385 Broadcloth Street, Fort Mill, SC 29715

VIEW MAP & DIRECTIONS

Seating is limited, so sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
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 2018 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 seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us at Courtyard by Marriott Charlotte Fort Mill for an informational workshop covering Taxes In Retirement on Thursday, December 13 from 10:00-11:00 AM or Thursday, December 13 from 2:00-3:00 PM.

Our seminar 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 seminar, 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.

Frequently Asked Questions

Who is presenting?

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

Attend this workshop and learn about:

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

Attend this workshop and learn about:

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

Space is Limited

Reserve Your Seat Today

 
Or Call (844) 567-7760 to reserve a seat.
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 Advisor 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 Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.