Connecticut – Creating Tax Efficient Strategies in Retirement

Creating Tax-Efficient Strategies in Retirement

Presented by Robert Cannon, Experity Wealth
Reserve Your Spot: Call 347.535.4999 x3 to Register

Join us for an informative, no-obligation presentation designed to help you make smarter decisions about your retirement income and tax strategy.

What You’ll Learn:

• How to minimize taxes on your retirement income
• The truth about the U.S. national debt and its potential impact on your financial future
• Understanding Social Security taxation and IRMAA (Income-Related Monthly Adjustment Amount)
• How market volatility and sequence of returns risk can affect your retirement
• The role of volatility buffer strategies in building a more stable, tax-efficient plan

Whether you’re already retired or approaching retirement, this educational session will provide actionable insights to help you keep more of what you’ve earned.

Your Host:
Robert Cannon
Experienced Financial Professional, Experity Wealth
Phone: 646-331-2365

Brought to you by your local independent financial professional.
No products will be sold, and there is no obligation to attend.