Discover ways to help pay the minimum on your taxes in retirement
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NO-COST: In-person workshop on tax-saving in retirement 

You are invited! Join us for a no-cost in-person workshop on Taxes in Retirement

Taxes in Retirement Workshop
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Wednesday, November 6th
1:30pm
We will discuss the following: 
Taxes
Learn ways to help pay the minimum in taxes when using money in your IRA or 401K. 
Market Volatility
Learn what savvy investors do to help avoid market losses but still grow their savings. 
Social Security
Did you know there are 567 ways to claim your Social Security benefits? Learn the ways to help ensure you're optimizing your benefits!
RMDs
Understand the recent changes to Required Minimum Distributions and ways to help avoid costly penalties.
Income Planning
Time your withdrawals from each account to help ensure you reduce taxes and get more income! 
Avoid Mistakes
Learn ways to help avoid the most common retirement planning mistakes that could potentially cost you thousands.
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Reserve your spot today!
CLICK HERE TO REGISTER
Wednesday, November 6th
6:30pm
3075 N. Highway 97
Bend, OR 97703
Why you should consider attending this workshop:

Retirement should be a time when you're enjoying the good life instead of being worried about paying for it. 

Many people fail to plan for the ups and downs of the stock market and are looking for ways to help create dependable income that lasts forever and keeps up with inflation. 

We host workshops like this to help people in our community have confidence that they'll be able to enjoy the retirement of their dreams. 

REGISTER TODAY

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Throughout the presentation, different financial vehicles are generally discussed; however, nothing said should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Insurance products are offered through the insurance business Aerodyne Wealth Management . Aerodyne Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products.  The insurance products offered by Aerodyne Wealth Management are not subject to Investment Adviser requirements. 

*https://www.ssa.gov/benefits/retirement/planner/taxes.html