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TAXES, TARIFFS, AND TRADE WARS

How might sweeping changes to the economy impact your retirement?

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What You'll Learn

  • IMPACT OF NEW TAX LAWS ON RETIREMENT INCOME: How recent tax reforms under the new administration could affect taxes on Social Security, pensions, and retirement account withdrawals.
  • INFLATION CONCERNS: What steps can you take to protect your retirement assets from the continued pressure of inflation?
  • OPTIMIZING SOCIAL SECURITY: Explore strategies to time your Social Security benefits for maximum financial benefit.
  • RISING EXPENSES: Are your investments keeping up with the increasing costs of health care and daily living?
  • ENSURING RETIREMENT INCOME: Will your retirement income last?

Featured Speaker

The Financial Planning for Seniors Team

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC. Neither the firm nor its agents provide tax or legal advice. The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Fullerton Financial Planning cannot guarantee the accuracy of information from third parties.