Seminars

Wake Forest Retirement Planning Location

Taxes In Retirement Micro-Workshop

  • October 29, 2019 @ 10:00 am – 11:30 am
  • Gap Retirement Planning
    1776 Heritage Center Drive, Suite 204
    Wake Forest NC 27587
  • 919-263-5545
  • FREE

Taxes In Retirement

  • Presented by: Ed Ray & Kenn Yarina

Our Micro-Workshops are Strictly Educational & FREE

  • Understand the official new tax reform rules and their impact on your retirement
  • Changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

A Micro-Workshop is a small-group setting for 10 people. This lets you ask more questions and get personalized results.

Del Webb Retirement Planning

Taxes In Retirement Workshop

  • October 24, 2019 @ 7pm
  • Del Webb Clubhouse
    905 Del Webb Manor Ave
    Wake Forest NC 27587
  • 919-263-5545
  • FREE

Taxes In Retirement (Del Webb Residents Only)

  • Presented by: Ed Ray & Kenn Yarina

Our Workshops are Strictly Educational & FREE

  • Understand the official new tax reform rules and their impact on your retirement
  • Changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Wine & Cheese Served.