Stillwater Public Library

Margaret Rivers B
224 3rd St N, Stillwater, MN 55082

Space is limited, so sign up today!
No Charge to Attend!


Attend this seminar and learn about:

  • The 2022 tax changes and how these could alter your retirement plan
  • The changing rules for a retiring generation of Baby Boomers
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • How rising taxes may affect your retirement cash flow
  • Social Security is giving a raise in 2022. But what if this pushes you into a higher tax bracket?
  • How loss deductions may affect your taxes in retirement
  • A basic overview of the tax rules as they apply today
  • Ways to potentially protect yourself against volatile market conditions
  • Common misconceptions about taxes in retirement
  • Strategies to help protect yourself against the taxation of your Social Security income

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.

If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we've developed a special seminar that has already helped nearly 700,000 people nationwide navigate the retirement tax maze.

Join us at the Stillwater Public Library for an informational seminar covering Taxes In Retirement on Thursday, February 23rd from  2:00 PM - 3:00 PM.

The seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you'll learn during the seminar, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.

This Presentation is given by an Insurance Producer. Neither the Presenter nor the materials are affiliated with the United States Government or any United States Government Agency.

The presentation is not sponsored by Stillwater Public Library.

Space is limited, so sign up today!
No Charge to Attend!


Frequently Asked Questions

Who is preseting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social Security benefits play an important role in your retirement income plan, along with your overall financial strategy. With Social Security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

The information presented at the seminar can help those already retired, as well as anyone approaching retirement.

Is there a sales pitch?

No, the seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company.


By registering, you agree to our Privacy Policy.

Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.