top of page

Maximizing Tax Benefits for Retirees

​

Thank you for attending our Webinar!

​

​

You may download a copy of the Powerpoint Presentation and other useful documents using the links below

​

​

Download Presentation

​

Download Key Financial Data 2025

​

Download Stealth Taxes Guide

About this Webinar

Unlock the Secrets to a Tax-Savvy Retirement!

​

Join us for an engaging and informative workshop designed specifically for retirees and those nearing retirement. “Maximizing Tax Benefits for Retirees” will equip you with actionable strategies to reduce your tax burden, optimize your income streams, and make the most of your golden years. Led by a Certified Financial Planner (CFP) and Enrolled Agent, this 90-minute session will cover:

​

  • Tax-efficient withdrawal strategies

  • Key deductions and credits every retiree should know

  • Social Security optimization

  • Charitable giving with a tax twist

 

Don’t miss this opportunity to gain clarity on complex tax rules and take control of your financial future. Reserve your spot today and start maximizing your retirement benefits!

  • facebook
  • linkedin
  • spotify
Schedule Meeting
CFP
NAPFA
Enrolled Agent

Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through TOP Private Wealth, a registered investment advisor and separate entity from LPL Financial.

bottom of page