You and a guest are invited to join us at “Your Event Location” for an interactive event on Retirement Income Planning

Taxes in Retirement

Available Dates:

  • Your Event Date & Time #1
  • Your Event Date & Time #2

Where: Your Event Location

Your Event Address City ST, ZIP

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Call 24/7 Registration # or fill out the form to register

This is a must attend class if you plan on retiring in the next 10 years or less or if you’re already retired. The decisions you make today will affect how you live out your retirement.

Discover the following in this comprehensive class:

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Taxation

Discover how to pay the absolute minimum in taxes when taking your required minimum distributions. (RMD)

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Market Volatility

Get the play by play on new strategies few people are using to avoid the Wall Street roller coaster, but still grow their money.

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Social Security

Did you know that up to 85% of your Social Security benefits can be taxable? Increase your cash flow with effective filing strategies.

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RMD's

Retirement accounts have rules that, if broken, can carry stiff penalties and tax consequences. We’ll explain them in detail.

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Income Distribution

Knowing when and how to withdraw from the right accounts will keep you out of the strike zone later in your retirement!

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Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Why we created this class:

This educational course was developed for adults ages 50-70 with at least $250,000 of investable assets. There is no cost or obligation, but seating is limited so reserve your spot today.

If you’re like most hardworking Americans, you don’t want to stay at your job forever and you are looking forward to retirement. The last twenty years have seen two very significant market crashes; most people are not prepared and just want to make sure their income is steady throughout their lifetime.

We host these classes to help educate those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want without the fear of running out of money.

Securities and Advisory Services offered through Caitlin John Private Wealth Management, LLC., a Registered Investment Advisory Firm, headquartered at 1024 E. Grand River Ave., Brighton, MI 48116/Toll-Free 877-238-1680. “Your Company” and Caitlin John Private Wealth Management, LLC. are separate entities and are not affiliated.

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