Edwardsville Public Library


112 S. Kansas St, Edwardsville, IL 62025

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Understand the potential impact taxes have on your retirement income

Retirement is rated one of life's most stressful events. Do you have a Retirement Tax Strategy?

Join us at Edwardsville Public Library for an informational workshop and Insurance Sales Presentation covering Taxes In Retirement on Tuesday, August 8, 2017 6:00 pm - 7:00 pm or Thursday, August 17, 2017 6:00 pm - 7:00 pm.

Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you will take income.

Your paycheck may have stopped, but taxes continue. It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income.

If you would like more information on how taxes can impact your retirement income sources, THIS workshop is for you.

Attend this workshop and learn about:

  • A basic overview of the tax rules as they apply today
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help in developing a retirement tax strategy
  • Strategies to protect yourself against the taxation of Social Security
  • How rising taxes may affect your retirement cash flow

Attend this workshop and learn about:

  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow
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If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This Workshop and Insurance Sales Presentation is provided for information only. No investments will be promoted. However, the financial advisor presenting may invite you to a follow up consultation where financial products, including insurance and investments, may be presented or offered. See our FAQ for more information. This presentation has not been endorsed by the IRS. Neither Taxes in Retirement 567 nor the presenter of this workshop is affiliated with the IRS or any other government agency. This workshop is designed to provide general information on the effect of taxes on your retirement savings. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. You are encouraged to consult your personal tax advisor or attorney. Please click HERE to view our privacy policy.