2020 Taxes Webinar Followup - Retallick Financial Group

(877) 838-8384 — Info@RetallickFinancial.com

Did you miss our webinar or maybe you just have questions?

Don’t worry, we recorded it! Please feel free to watch it again.

Would you like to set up a 15 minute phone call or an in person consultation? We are happy to answer any questions you have!

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

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

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

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

Why Tax-Free Income In Retirement

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?

Headquarters:
Fort Myers Office
9961 Interstate Commerce Dr., Suite 160
Fort Myers, FL 33913
(877) 838-8384
Bonita Springs Office
27911 Crown Lake Blvd., Ste. 247
Bonita Springs, FL 34135
(877) 838-8384
Venice Office
1500 East Venice Ave., Ste. 301
Venice, FL 34292
(877) 838-8384
Sarasota Office
1990 Main St., Ste. 750
Sarasota, FL 34236
(877) 838-8384

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

Donald L Retallick III, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Retallick Wealth Management, and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through Retallick Wealth Management but are offered and sold independently by Retallick Financial Group, FL Lic. #L096591 and Donald L. Retallick III, FL Insurance License #P109239.

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