Register for our event!

June 9th or 11th

at 6:30 PM

10810 Globe Rd.

Morrisville, NC 27560

TAXES IN RETIREMENT

JOIN US

BRIER CREEK

COMMUNITY CENTER

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Attend this workshop and learn:

• Considerations for minimizing taxes in retirement


• Utilize financial vehicles that can potentially reduce your tax burden and last a lifetime


• Different approaches to help reduce tax liability on your Social Security income


• Tools and methods available to retirees to help develop a retirement tax strategy


• Common misconceptions about taxes in retirement

Advisory Services offered through Olde Raleigh Financial Group,a Member of Advisory Services Network, LLC. The informationand material contained in this presentation is of a general natureand is intended for educational purposes only. This presentationdoes not constitute a recommendation or solicitation or offer ofthe purchase or sale of securities. Furthermore, this presentationdoes not endorse or recommend any tax, legal, or investmentrelatedstrategy. The future performance of an investment orstrategy cannot be deduced from past performance. As with anyinvestment or investment strategy, the outcome depends uponmany factors including investment objectives, income, net worth,tax bracket, risk tolerance, as well as economic and market factors.Before investing or using any strategy, individuals should consultwith their tax, legal, or financial advisor. All information containedin this presentation has been derived from sources deemed to bereliable but cannot be guaranteed.