A quick takeaway before you arrive

Even income that’s considered “tax-free” can still:

• Cause more of your Social Security to be taxed

• Increase Medicare premiums

• Affect your overall retirement tax picture

 

Much of this comes down to timing and where income comes from, not just how much you have saved.

 

That’s exactly what we’ll be walking through together.

​

Saving your seat
We’ve reserved a spot for you and will be reaching out shortly to confirm attendance.

​

If you have any last-minute questions, feel free to:

• Reply to the email

• Or give us a quick call

 

We’re happy to help.

​