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Taxes in Retirement 101

What you need to know about the impact of impacts of retirement

What topics will be covered?

  • Understanding the official new tax reform rules and their impact on your retirement
  • Common misunderstandings regarding taxes in retirement
  • How the rules have changed for an entire generation of retiring Baby Boomers
  • Tax implications of Required Minimum Distributions (RMDs)
  • Determining which account(s) to begin withdrawals for retirement income
  • How Social Security income is taxed and ways for you to potentially keep more
  • Tools and strategies available to help develop a tax-efficient retirement strategy
  • Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today's latest legislation, how you could be affected, and strategies to create your own tax-efficient retirement.

All attendees are eligible to receive a customized "Personal Tax Map" Report!

Location

Lane Agri-Park  -  Agricultural Center

315 John Rice Blvd. Murfreesboro, TN 37129

Dates:

Tuesday January 14th 
OR
Tuesday January 21st

Times

Each date will have two times for your convenience 

11 AM

OR

6:30 PM

Seating is limited, please RSVP as soon as possible!

Please call 800-339-7882 with the reservation code 401100

OR

Visit Event.YesRSVP.com with the reservation code 401100

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 20, 2019

6:30p - 8:00p

Parthenon Grille

Complimentary Retirement Planning Dinner

There are new tax laws effective in 2019: What could this mean to you and your retirement?

June 18, 2019

6:30p - 8:00p

Parthenon Grille

Complimentary Retirement Planning Dinner

There are new tax laws effective in 2019: What could this mean to you and your retirement?

Event Registration

Contact

Office: (615) 216-1048

Fax: (615) 216-7831

530 Brandies Circle

Suite C

Murfreesboro, TN 37128

melody@sfabridge.com

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Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. SFA and BCM are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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