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Rental: Taxes and Retirement Presentation In-Person

Open to the public.

Join Authentikos Advisory for an educational workshop focused on taxes and retirement planning, including strategies to avoid the top seven retirement planning mistakes that could save you time and money. This workshop offers professional guidance on ways to potentially reduce the taxation of your retirement income—including Social Security—and how to pursue better returns on your investments while managing risk. Designed for those with investable assets of $150,000 or more, the session will help you understand how to efficiently harvest your investments and collect retirement income, potentially saving you thousands of dollars. Participants will learn about new tax rules, discover techniques to structure their savings so they never have to worry about running out of money, and explore practical tools to develop an effective retirement tax strategy. If you are seeking information on protecting your assets and passing on your estate in a safe and tax-efficient way, this workshop is for you.