Are you paying more in taxes than you need to—now or in retirement?
Many people assume their tax bill will go down in retirement, only to find that required distributions, Social Security, and other income sources push them into higher-than-expected tax brackets. Without a smart strategy, taxes can quietly erode your retirement savings.
This educational seminar will show you how proactive tax planning can help you keep more of what you’ve earned.
What You’ll Learn:
✔ How retirement income is taxed — including Social Security and IRAs
✔ Common tax traps retirees overlook
✔ Strategies to help reduce required minimum distributions (RMDs)
✔ How Roth conversions and tax diversification can work in your favor
✔ Ways to create tax-efficient income for life
✔ Why planning before retirement may save you the most in the long run
Whether you’re still working or already retired, understanding how to minimize taxes over time is key to protecting your wealth and creating long-term financial peace of mind.
Seating is limited — RSVP today!
📧 Email: admin@trianglefsinc.com
📞 Call: 515-282-8962
In Person:
Triangle Financial Services, 2600 Westown Pkwy #102, WDM IA 50266
Or on Zoom:
https://us02web.zoom.us/j/88097147218?pwd=MIDkXuuoEGG3528aje3rtnvwiFg0I4.1
