(239) 444-5980 — Info@RetallickFinancial.com

you might be able to receive income in retirement: TAX-FREE.

There are specific requirements for this to happen.

Join us to learn more. Complimentary Webinar, May 11th at 6pm:
“Strategies for Tax-Free Retirement”

Join Don Retallick as we discuss tax-free income options for retirees and how to leverage them in your retirement plan. In this no-cost, no-obligation webinar, 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 session is offered exclusively by Retallick Financial Group. Register now to reserve your spot or call us at (239) 444-5980 to sign up. Event will be held on May 11th at 6pm. All registrants will receive an email with instructions on how to attend live.
Get informed and learn your options now. Looking forward to “seeing” you there!

  • (239) 444-5980
  • Info@RetallickFinancial.com
  • Headquarters:
    9160 Forum Corporate Parkway, Ste. 350
    Fort Myers, FL 33905
  • 1990 Main St., Ste. 750
    Sarasota, FL 34236
  • 27911 Crown Lake Blvd., Ste. 247
    Bonita Springs, FL 34135
  • 1500 East Venice Ave., Ste. 301
    Venice, FL 34292

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

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*Backed by the claims paying ability of the carrier.
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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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