Register for our event!
June 16th or 18th
at 6:30 PM
5890 College Park Ave.
Chino Hills, CA 91710
JOIN US
REALIZE THE POTENTIAL IMPACT TAXES HAVE ON YOUR RETIREMENT INCOME
• How to minimize taxes in retirement
• Utilize financial vehicles that can reduce your tax burden and last a lifetime
• Different approaches to help protect you against taxes on your Social Security income
• Tools and methods available to retirees to help develop a retirement tax strategy
• Common misconceptions about taxes in retirement
Miles Financial Group is an independent financial servicefirm. Insurance services are provided by MILES Investmentand Insurances Services. Investment advisory servicesoffered through Triad Wealth Partners, an SEC registeredinvestment advisor. Insurance products and services arenot offered through Triad Wealth Partners. Neither MilesFinancial Group nor Triad Wealth Partners offers tax orlegal advice. Registration of an investment adviser does notimply a certain level of skill or training. The Firm providesinvestment advisory services for clients nationally. TriadWealth Partners will maintain all applicable registrations,notice filings, and/or licenses as required by the variousstates in which the Firm conducts business.