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You're Cordially Invited to

Taxes in Retirement Masterclass

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Meet your host David Schlossberg!
He’ll provide the details of what you will gain from joining his masterclass.

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🔥 Master Your Taxes in Retirement! 📊

Are you ready to pave the way for a financially savvy retirement? Join us for an essential event that will empower you to conquer your taxes in retirement: “Taxes in Retirement.”

🗓️ Date: Tuesday, August 8th
⏰ Time: 6:30 PM – 8:30 PM
🏢 Venue: Barrington Park District: Langendorf Park (Sullivan Room A)
đź“Ť Address: 235 Lions Dr, Barrington, IL 60010

🔑 What’s in Store for You:

  • Demystify the marginal tax system and its implications in retirement years.
  • Uncover the truth about withdrawing from your IRA at a lower tax bracket.
  • Navigate the intricacies of the provisional income calculation and its tax impact on your Social Security benefits.
  • Understand how Capital Gains and Dividends influence your overall tax liability during retirement.
  • Decode the jargon: Deductions, exemptions, and credits made clear.
  • Get acquainted with the nine crucial components of the tax system.
  • Gain insights into the workings of IRA Required Minimum Distributions and their effect on your tax responsibility.
  • Explore the taxation nuances of Social Security benefits.
  • Delve into the nexus between Medicare premiums and your income.
With the right knowledge, you can take control of your taxes and set the stage for a financially secure retirement. This class is your compass to reduce liabilities, optimize your tax strategy, and inch closer to your financial goals. 🎟️ Secure your spot now! Register Now to ensure you’re armed with the tax wisdom you need. Don’t miss out on this unparalleled opportunity to enhance your financial prowess. Join us for “Taxes in Retirement” and embrace a future free from tax uncertainties!
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David Schlossberg,
EA, RFC®, AIF®, NSSA™
Senior Partner

REGISTERED FINANCIAL CONSULTANT™ professional (RFC™), Certified Estate Planner, Certified 401(k) Professional™ (C[k]P™), a member of the Society of Senior Advisors

David  is a seasoned veteran in the financial services arena, boasting years of invaluable experience that have honed his expertise to a fine edge. A true harbinger of practical wisdom, David artfully weaves real-life narratives into his teachings, transforming intricate financial concepts into relatable tales that resonate with clients and followers alike. His dedication to education is unwavering, as he fearlessly tackles the most pressing and complex financial quandaries that Americans confront daily. With a foundation built on disciplined asset management, an unwavering commitment to independence and objectivity, and a keen embrace of cutting-edge technology, David Schlossberg stands as a beacon of financial enlightenment, guiding individuals toward a more secure and prosperous future.