JJ Pickle Research Campus – University of Texas at Austin

Commons Building #137 – Bevo Room 1.140
10100 Burnet Road, Austin, TX 78758

VIEW MAP & DIRECTIONS

Seating is limited, so sign up today!

No Charge to Attend!

JJ Pickle Research Campus – University of Texas at Austin

Commons Building #137 – Bevo Room 1.140
10100 Burnet Road, Austin, TX 78758

VIEW MAP & DIRECTIONS

Seating is limited, so sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
Tax-Smart Retirement Planning

Taxes may be your biggest retirement risk.


If you’re nearing retirement or already retired, you need to understand how taxes impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Join us at JJ Pickle Research Campus – University of Texas at Austin for an informational workshop covering Taxes In Retirement on Wednesday, February 20 from 9:00-11:00 AM.

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:

  • Specific strategies that help create TAX-FREE income in retirement from your current 401(k)/403(b)/IRA or non-IRA money
  • Approaches to potentially lessen your future tax burden of RMDs (required at age 70½) now
  • How you may benefit from recent tax legislation to help reduce taxes over your lifetime
  • 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
  • How to potentially take advantage now of a 3-7-year tax window
  • How to transfer assets and leave a tax-efficient legacy

Attend this workshop and learn about:

  • Specific strategies that help create TAX-FREE income in retirement from your current 401(k)/403(b)/IRA or non-IRA money
  • Approaches to potentially lessen your future tax burden of RMDs (required at age 70½) now
  • How you may benefit from recent tax legislation to help reduce taxes over your lifetime
  • 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
  • How to potentially take advantage now of a 3-7-year tax window
  • How to transfer assets and leave a tax-efficient legacy

Register Now

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.

Guardian Financial Wealth Management is a licensed insurance agency. Brian Winterowd provides insurance services to clients through Guardian, which is separate from Mr. Winterowd’s role as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Guardian Financial Wealth Management and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.

Guardian Financial Wealth Management, Brian Winterowd and Portfolio Medics are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to Retirement 567. Unauthorized use of the material is prohibited.