Taxes In Retirement Webinar – Hamilton County
Eastern Time Zone

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No Charge to Attend!

Taxes In Retirement Webinar – Hamilton County
Eastern Time Zone

Sign up today!

No Charge to Attend!

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 covering Taxes In Retirement on Wednesday, November 18 from 2:00-3:00 PM EST or Monday, November 23 from 1:00-2:00 PM EST.

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 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 webinar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?

No, our webinars 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 webinar.

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 potentially protect yourself against 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

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 potentially protect yourself against 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
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. 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.

Your presenter for this webinar will be Jeffrey Riegle, a Financial Advisor offering Securities and Investment Advisory Services through Waddell & Reed, Inc., Member FINRA and SIPC. Waddell & Reed, Inc. is not affiliated with 567 Workshops.

This webinar is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon, and risk tolerance. Please consult with a professional regarding your situation.

The advisor listed herein has entered into an arrangement with White Glove under which the advisor pays White Glove a fee for each household that attend the webinar. The fee paid to White Glove is paid irrespective of whether you become a client of the advisor.

This webinar is for residents of the United States only, and Financial Advisors associated with Waddell & Reed, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. For additional information, click on the following links:

Wadell & Reed, Inc.. | Privacy Policy | Disclosures

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