A free workshop designed to help retirees save money on their taxes.
"Taxes In Retirement Workshop"
Small-Group Workshops in the Heritage Office Center (just off Rogers Road) in Wake Forest
Attend This Workshop To Understand How Taxes Can Affect Your Retirement
Frequently Asked Questions
If you are nearing or are in retirement, understanding the potential impact taxes can have on your retirement income now may mean more money for you to enjoy later in retirement.
This seminar was created to share information about recent tax law changes and how you may be impacted. Everyone’s situation is different, but having knowledge of tax-efficient withdrawal strategies in retirement helps everyone who is concerned with taxes.
We will cover the most up to date information regarding retirement taxation and ways to potentially create tax-efficient withdrawal strategies from your 401(K), IRA, Social Security and/or other sources of income.
1776 Heritage Center Drive, Suite 204
Wake Forest, NC 27587
It’s located in the Heritage Office Center just behind Culvers and Mod Pizza on Rogers Road.
The information presented in this seminar can help those nearing or at retirement. Those with investable assets over $250K may find the discussion of tax-efficient withdrawals from 401(K)s, IRAs and Social Security most helpful.
The speakers will be Ed Ray, RICP® and Kenn Yarina who are independent insurance agents that focus on retirement income planning strategies.
GAP Retirement Planning, LLC based in Wake Forest, NC is sponsoring the seminar at their local office.
Absolutely Not. This seminar is strictly educational. The presenters will briefly introduce themselves and GAP Retirement Planning at the beginning of the workshop. Due to the educational nature of the workshop and time constraint, specific individual financial questions can be addressed in a second, 1:1 meeting, if the attendee wishes.
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This is solely an informational presentation and no investments or products will be promoted. The presenters may invite you to a follow-up consultation where financial products may be presented or offered. Please see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. The seminar presenters are not affiliated with the Social Security Administration or any other governmental organization.
The seminar presenters do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.