You and a guest are invited to join us at University of Redlands - Appleton Hall Room 116 for an informative workshop on Taxes In Retirement!

How Tax Planning Changes Through Four Stages Of Retirement

A workshop on how to possibly pay fewer taxes in retirement.

click to register

Taxes In Retirement Workshop @ University of Redlands - Appleton Hall Room 116

Thursday, October 7th
6:00 PM

Tuesday, October 12th
6:00 PM

click to register

University of Redlands - Appleton Hall Room 116
1267 E. Colton Avenue
Redlands, CA, 92373

We will discuss the following:

Tax Planning

Discover strategies to help reduce your taxes by setting up tax-efficient income funnels.

Social Security

Did you know that up to 85% of your Social Security benefits can be taxable? Increase your cash flow with effective filing strategies.

RMD's

Retirement accounts have rules that, if broken, can carry stiff penalties and tax consequences. We’ll explain them in detail.

Tax Legislation

Learn how to use the SECURE Act and the CARES ACT to your advantage.

Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Why we created this workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.

click to register

This is not tax, legal, or financial advice or an investment recommendation. Please consult with a professional before making any decisions. Investment advisory services offered through AlphaStar Capital Management, LLC, a SEC Registered Investment Adviser ("AlphaStar"). SEC registration does not constitute and endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar and BD Financial Group are independent entities. Insurance products are offered through Ruggieri Financial, by insurance licensed individuals. If requested a CA Insurance Agent may contact you with information on insurance and annuity products.