LEARN HOW TO OPTIMIZE YOUR RETIREMENT INCOME AND PROTECT YOUR ESTATE

Most Americans approaching retirement fear running out of money and handling with estate protection. Do you have a retirement and estate plan?

Join us at the McCollough Library for an informational workshop covering Retirement and Estate Planning (including how to avoid the top 10 estate planning mistakes that could save your heirs time and money) on Tuesday, May 5, from 6:00 – 7:00 pm.

Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for a return on your investments, with lower possible risks.

Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse’s and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.

If you would like more information on how to optimize your retirement income while passing on your estate in a safe and tax-efficient way, this workshop is for you.

We will cover:

• How to reduce or eliminate retirement and estate taxes
• Financial strategies that could increase your retirement income and last a lifetime
• Different approaches to help protect your assets when they are passed on
• Tools and methods available to retirees to help develop a retirement tax strategy
• ​Common misconceptions about retirement and estate planning

Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety or security generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.