Many pre-retirees and retirees wonder: Have I planned for retirement to ensure I don’t outlive my money? When can I retire? Have I done enough to protect my retirement? How could my partnership with the IRS impact my retirement?

Serenity Wealth Management cordially invites you to a complimentary dinner workshop on the rising risk of taxes in retirement. Many of our clients are interested in learning about potential ways to increase their income, reduce taxes, and avoid running out of money while minimizing unnecessary fees and market risk. This informational program addresses the facts, provides suggestions for avoiding common financial mistakes, and shares a foundational path toward the financial peace of mind needed to enjoy the retirement and lifestyle you deserve.

• Creating tax-free cash flow.
• Turning existing IRAs into tax-free accounts.
• Learning how to plan a retirement that benefits YOU — not the IRS.
• Discovering why taxes may be the biggest retirement risk you haven’t planned for.
• Learning why today’s market requires specialized planning to meet your retirement goals.
• Understanding the impact of Required Minimum Distributions (RMDs).
• Legacy tax implications of Inherited IRAs and the potential for lower estate tax exemptions
• Strategies to help combat Inflation, Higher Interest Rates, and more…

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