Tax Planning and Your Retirement

How will taxes affect your retirement?
Have you protected your savings from the impact of rising taxes in the future?
Take advantage of current tax provisions before they expire.

Tax rates implemented by the Tax Cuts and Jobs Act are historically low now, but they’re scheduled to expire at the end of 2025. With federal debt levels rising, a new administration, and trillions of dollars allocated for COVID-19 pandemic stimulus measures, it’s possible that taxes will rise in the future.

Whether you will pay more or less in income taxes depends on a variety of factors unique to your situation. So the more you know about current tax-law provisions, the better prepared you will be — now and in retirement.

Join us for an educational presentation where we’ll explore tax-saving opportunities that could benefit you and your family.