Join us
Event Details:
Monday, March 23rd @ 6:30 PM
1329 Browns Ferry Road
Madison, AL 35758
Madison Community Center
Unlock the Future of Retirement: Taxes & the New OBBBA Explained
Join us for a private educational event to learn how the OBBBA may impact your retirement—both now and in the future—and discover strategies to help build a foundation of tax-reduction retirement income.
Thursday, January 15th or
Wednesday, January 21st
at 6:30 PM
Five Forks Branch Library
104 Sunnydale Dr, Simpsonville, SC 29681
Seating is limited, reserve your spot now!
Retire Smarter with
Tax-Efficient Income Strategies
You and a guest are invited to join us for an educational workshop where you will learn modern strategies to help protect your retirement savings from taxes, market volatility, inflation, and more.
Monday, March 23rd
Madison Community Center
1329 Browns Ferry Road
Madison, AL 35758
In testimony to congress on how to "fix the nation's debt" problem, the Honorable David M. Walker, CPA, said:
“...the tax rate for the lowest tax bracket would have to be increased from 10 percent to 25 percent; that tax rate on incomes in the current 25 percent bracket would have to be increased to 63 percent; and the tax rate of the highest bracket would have to be raised from 35 percent to 88 percent.”
-David M. Walker in the 2008 CBO Report: The Long-Term Economic Effects of Some Alternative Budget Policies
Why You Need to Attend This FREE Event
Ways to help defuse the tax time bomb in your retirement accounts
How to calculate your total taxes in retirement accounts such as IRAs and 401Ks – it's more than you think
Methods to help insulate yourself from the coming tax increases
Strategies to help decrease your IRS retirement fees (taxes) without sacrificing net income
Ways to help make your retirement assets work together holistically, reinforcing your retirement goals
How the One Big Beautiful Bill Act (OBBBA) will affect your social security and retirement outlook
BONUS! Please enjoy catering from Panera bread during our event as our 'thank you' for joining us!
Retire Smarter with
Tax-Efficient Income Strategies
About the Retirement Institute
The Retirement Institute is an independent 501(c)(3) nonprofit organization dedicated to educating and empowering individuals to make informed retirement decisions. Through educational programs, resources, and community outreach, The Retirement Institute helps retirees and pre-retirees navigate the complexities of retirement planning.
Join us for a relaxed, educational evening and discover how taxes could affect your retirement income, your surviving spouse, and what your children ultimately inherit
Tuesday, September 15th @ 6:30 PM or Thursday, September 17th @ 6:30 PM
Las Positas College
IRA Millionaires Don't Have an Investment Problem. You Have a Tax Problem.
3000 Campus Hill Drive Livermore, CA 94551
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The Retirement Institute is a 501(c)(3) non-profit educational organization. Visits with member advisors are educational in nature and are not, and should not be construed as, legal, tax, accounting, or investment advice. Member advisors are independent and are solely responsible for the services they provide.
Any potential tax or financial outcomes discussed depend on your individual circumstances and can vary. Please consult a qualified professional before making decisions. Requesting a visit places you under no obligation.
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This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA. No products will be sold.
Running late from work? Enjoy a complimentary Chick-fil-A dinner on us!
