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Retirement 101
No Cost Online
Tax Efficient in Retirement Class
Tuesday or Thursday
at either 11:30 am or 6:30 pm
What You Will Learn:
What You Will Learn:
- How to Achieve the "Zero" Tax Bracket while in Retirement
- Income Strategies for Retirement (which bucket to pull from first)
- Social Security tax efficient strategies
- Investment Strategies to optimize return while lowering risk
- Case studies
This Class is for you if...
- You are concerned about running out of money in retirement and you need strategies that can provide predictable and reliable income streams
- You want to maintain a similar or better lifestyle in retirement and are looking for ideas on how to do that with the assets you have
- You want to make sure your loved ones have appropriate insurance coverage that can help them manage the unexpected
- You care about being strategic with you money and making plans that are tax-efficient
Bonus:
Complimentary Retirement Kit
Register for the class and get the entire Tax-Free Retirement Kit for no cost!
©2025. All rights reserved.
Presented by Kevin McCarthy.
National Retirement Academy is a coalition of experienced financial executives throughout the U.S. that are passionate about educating pre and post retirees. National Retirement Academy is a paid marketing resource for financial professionals. This material has been prepared for informational and educational purposes only. It is not intended for accounting, legal, tax, or investment advice. Our firm is not affiliated with or endorsed by any government agency.