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Are we looking at a tax Increase?

Most agree that we are. So what does this mean for your retirement strategies?

Looking to learn about ways to have a tax-free retirement?
Join us for this Complimentary Dinner Event:
“Tax-Free Retirement Income Strategies”

July 11th or 12th at 6PM in Estero
EVENT FULL- WAITLIST ONLY
23151 Village Shops Way, Suite 101, Estero, FL 33928

This seminar, delivered by Don Retallick of 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?

Our last 2 Tax Strategy Events reached max capacity in less than a week, so don’t delay in registering. We WILL fill up again!

CLICK HERE TO REGISTER

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

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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 web site create an agent-client relationship.

By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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