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Attention pre-retirees & retirees!
Join us for a free workshop on navigating
Taxes In Retirement
Monday, November 13th & Thursday, November 16th
11:00am - 12:30pm
Meyera E. Oberndorf Central Library | Virginia Beach, Virginia 

 

R S V P  to learn & discover:
  • The changing rules for a retiring generation of baby boomers 
  • The history of federal tax - what it would look like for retirees if tax history repeated itself 
  • Common misconceptions about taxes in retirement
  • How lost deductions may affect your taxes in retirement
  • How to reduce effective tax on your Social Security income 
  • Tools that will help you know when to claim your Social Security to optimize income and reduce your tax
  • Strategies available today that retirees can use to help minimize taxes in the retirement distribution phase 
  • Why having a tax minimization strategy in the retirement distribution phase is more important today than any other time in modern history
  • How the potential for rising taxes may affect your retirement cash flow  

Meyera E. Oberndorf Central Library

4100 Virginia Beach Blvd

Virginia Beach, VA 23452


 
Contact Us: 757-955-8510 
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Kenneth Porter & Company's workshops are strictly educational. No investments will be promoted. However, the Financial Planner or Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered. This presentation has not been endorsed by the Social Security Administration. Neither Kenneth Porter & Company nor the presenter of this workshop are affiliated with the Social Security Administration or any other governmental organization.