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Retirement 101

No Cost Online

Tax Efficient in Retirement Class

Tuesday OR Thursday at 11:30am OR 6:30pm

What You Will Learn:

What You Will Learn:

  • How to Achieve the "Zero" Tax Bracket while in Retirement
  • Income Strategies for Retirement (which bucket to pull from first)
  • Social Security tax efficient strategies
  • Investment Strategies to optimize return while lowering risk
  • Case studies

This Class is for you if...

  • You are concerned about running out of money in retirement and you need strategies that can provide predictable and reliable income streams
  • You want to maintain a similar or better lifestyle in retirement and are looking for ideas on how to do that with the assets you have
  • You want to make sure your loved ones have appropriate insurance coverage that can help them manage the unexpected
  • You care about being strategic with you money and making plans that are tax-efficient


Complimentary Retirement Kit

Register for the class and get the entire Tax-Free Retirement Kit for no cost!

@Copyright National Retirement Academy. All Rights Reserved

Hosted by David Bezar, an Investment Advisor Representative for Thrive Financial Services. This course is held all around the country but is not affiliated with any of these locations.