Non-taxable income? In retirement?

To find out how this is possible for some retirees, join us for this informative dinner seminar.

Wednesday, Sept. 6th at 6pm
Seasons 52

8930 Tamiami Trail N
Naples, FL 34108

Complimentary Seminar:
“Tax-Free (and tax-deferred) Retirement Income Options”

Join us as we discuss tax-free and tax-deferred income options for retirees and how to leverage them in your retirement.

In this no-cost, no-obligation seminar, we’ll discuss:

Implications of Taxes In Retirement
  • What happens to your retirement income if taxes go up?
  • Current tax laws: how they impact your income
  • 401 (k), IRA, and other retirement accounts
  • Planning for tax implications
Tactics For a Tax-Free Income
  • Financial products that may provide tax-free income
  • Insurance vs. Investments: how the rules differ
  • Key factors in choosing a tax-free income strategy
  • Maximizing your retirement income
Benefits of Tax-Free Retirement Strategies
  • Protecting your money while it grows
  • How to provide tax-free income for your beneficiaries
  • Eliminating the need for probate
  • How to add flexibility and tax-free liquidity to your portfolio​
Why Tax-Free Income Matters
  • How taxes can change your overall retirement picture
  • Possible ways to enhance your income
  • Ways to protect and grow your money, tax-free
  • Can you retire tax-free? ​

This seminar is offered exclusively by Retallick Financial Group

Register now to reserve your spot or call us at (239) 444-5980 to sign up. SEATING IS LIMITED

This event will be held on Wednesday, September 6th at 6:00pm at Seasons 52 in Naples. All registrants will receive a confirmation email after registering.

Get informed and learn your options now.

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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 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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