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Complimentary Webinar: “Retirement & Tax-Free Income”

This webinar, delivered by Retallick Financial Group, will help you gain valuable insights into how some retirees generate a tax-free income. This is no gimmick, just real time-tested retirement options that help you understand how a tax-free income may be possible in retirement. Join us as we discuss:

How Taxes Affect Retirement

how taxes affect retirement
  • What higher taxes could do to your nest egg
  • Tax codes of today: what they mean to you
  • IRAs, 401(k)’s, 403(b)’s and taxes
  • Proper retirement and tax planning

Strategies for Tax-Free Income

strategies for a tax free retirement
  • How insurance may help with tax-free income planning
  • Why tax rules differ for various retirement options
  • What to look for in a tax-free income plan
  • Getting the most of your retirement dollars

Tax-Free Retirement Benefits

tax free retirement benefits
  • Protection of your money
  • Beneficiaries and tax-free payments
  • Avoiding probate
  • Flexible retirement options

Why Tax-Free Income In Retirement

Why a tax free retirement matters
  • The impact of taxes on your overall retirement
  • Potential ways to expand your income
  • Protecting and growing money, tax-free
  • Could tax-free retirement work for you?
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