Broker Check
31 Jan
Penny Lane Pub Lunch and Learn - Tax Preparation and Tax Planning

Description

As you plan for your retirement, there are countless things to consider. From building your nest egg to setting up the ideal retirement lifestyle, the checklist can seem endless. However, one crucial aspect that often goes overlooked is the impact of taxes on your retirement income.

You may leave behind many of life's responsibilities upon retiring, but your tax burden is not one of them. In fact, without the right income tax reduction strategies in place, taxes can potentially become a significant financial burden during your retirement years.

To help you navigate the complexities of tax planning in retirement, we invite you to join Investment Advisor Abbas Danesh for an insightful and informative session. He will explain how withdrawals, distributions, and tax-deferred accounts can significantly influence your tax liability in retirement. Our aim is to help ensure that you do not pay a penny more in taxes than you are legally obligated to.

During this session, Abbas will cover the following topics:

  • Strategies for minimizing tax liability in retirement.
  • How different types of accounts and investments can impact your tax situation.
  • Tax-efficient withdrawal and distribution techniques.

At Scranton Financial Group, we are committed to helping our clients secure their financial futures and navigate the complexities of taxation in retirement. With the right strategies in place, you can make the most of your hard-earned savings and help ensure a more financially secure and enjoyable retirement.

We look forward to assisting you in making your retirement years as tax-efficient as possible. Don't miss this opportunity to gain valuable insights into optimizing your tax burden in retirement.

Click here to learn more about our tax planning services.

Date and Time

Wed, Jan 31, 2024

11:30a - 12:30p EST

Location

Penny Lane Pub

150 Main Street
Old Saybrook, CT 06475
View on Map
PT1H

Event Registration


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