Pennsylvania – Lowering Your Taxes in Retirement

Surviving, Thriving and Lowering Your Taxes in Retirement

Presented by Steven Suib, Preservation Wealth Management
Reserve Your Spot: Click Here

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 Drastically Reduce Taxes on Your IRA Distributions
  Discover smart strategies to help minimize the tax hit on your retirement withdrawals.
• The Four Critical Questions to Ask Your Financial Advisor
  Don’t miss these must-ask questions that could shape your entire retirement strategy.
• How Future Tax Increases Could Impact Your Retirement
  Understand how rising tax rates might shrink your retirement income — and how to plan ahead.
• The Effect of America’s National Debt & Deficit on Your Retirement
  Explore what the country’s financial future could mean for your personal one.
• Are Traditional Draw-Down Strategies Still Viable?
  Evaluate whether old-school approaches still work in today’s economic environment.
• How to Assess Your Market Exposure
  Does your current investment risk align with your financial goals and personal risk tolerance?
• The Hidden Impact of Fees, Inflation, and Longevity Risk
  Learn how these often-overlooked factors can quietly erode your retirement security.
• Understanding the “Retirement RedZone”
  Find out what it is, why it matters, and whether your current plan will see you through it.
• Reducing Your Risk from the Sequence of Returns
  Explore strategies to protect your income from bad market timing during retirement.
• Keeping Up with Rising Costs in Retirement
  Discover ways to create a sustainable income stream that keeps pace with inflation.
• Creating Your Own Pension (Even If You Didn’t Retire with One)
  Learn how to build a reliable, personal income stream you control — and can pass on to your loved ones.

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:
Steven Suib
Experienced Financial Professional, Preservation Wealth Management
Phone: (610) 768-7789

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