Pennsylvania – Lowering Your Taxes in Retirement

Taxes in Retirement: What You Don’t Know Could Cost You

Presented by Steven Suib, Preservation Wealth Management

Reserve Your Spot: Click Here

Wednesday, May 28 | 5:45 – 7:15 PM
Tredyffrin Library

Your paycheck may stop, but taxes won’t. Are you prepared?

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 in retirement without compromising your lifestyle
• Strategies to potentially reduce Medicare premiums and avoid IRMAA surcharges
• How to protect your Social Security income from unnecessary taxation
• Little-known tax-efficient investment vehicles that can provide income for life
• How different income sources—401(k)s, IRAs, pensions, annuities—are taxed
• Common myths and misconceptions about retirement taxation

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.