Take the first step toward reaching your financial goals

Tax-Savvy Retirement Planning Event

Please join us for a presentation especially designed for retirees or those retiring soon.  We will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided, if you know what you're looking for.

We will be discussing:

  • Why taxes may be the biggest retirement risk you haven't planned for...
  • How to identify the right tax choices today that can potentially save you hundreds of thousands of dollars in taxes throughout your retirement...
  • How to control your tax exposure in this New Economic Environment...
  • How you can benefit from recent tax legislation to help reduce your taxes...
  • Learn to take advantage now of a 2-6 year tax window...
  • Are you using the tax code to your advantage?

Taxes In Retirement Workshop

March 5 | Chocksett Inn 59 Laurelwood Road
Sterling, MA 01564
| 6:30 pm