Broker Check

Taxes in Retirement Seminar 4/28

Taxes in Retirement Seminar Tuesday April 28th, 2020

Taxes in Retirement Seminar Tuesday April 28th, 2020

Hosted by Travis Floyd, Wealth Advisor 

Foundation Wealth Partners 

Venue Location: Colleyville Center  - North Stage

5301 Riverwalk Drive Colleyville, Texas 76034

No Charge to Attend! Register to attend today!


Understand the potential impact taxes have on your retirement income.

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

Join us in Colleyville for an informational seminar covering Taxes In Retirement on Tuesday April 28th from 6:30-8:00 PM at The Colleyville Center.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Attend this seminar and learn about:

Attend this seminar and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow