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Utah Valley University - Wasatch Campus

Utah Valley University - Wasatch Campus is not affiliated nor sponsors this workshop. If you have any questions, please call 844-567-7760.

3111 North College Way

Heber City, UT 84032

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No Charge to Attend!

February
Wednesday
28
Ended
11:00 AM – 12:00 PM
US/Mountain
Evening
February
Thursday
29
Ended
11:00 AM – 12:00 PM
US/Mountain
Evening

Attend this seminar and learn about:

The 2024 tax changes and how these could alter your retirement plan

Social Security is giving a raise in 2024. But what if this pushes you into a higher tax bracket?

Ways to potentially protect yourself against volatile market conditions

The changing rules for a retiring generation of Baby Boomers

How loss deductions may affect your taxes in retirement

Common misconceptions about taxes in retirement

Possible tools and strategies available to retirees to help develop a retirement tax strategy

A basic overview of the tax rules as they apply today

Strategies to help protect yourself against the taxation of your Social Security income

How rising taxes may affect your retirement cash flow

“A leading educational resource for those nearing retirement”

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 Utah Valley University - Wasatch Campus for an informational seminar covering Taxes in Retirement on February 28 from 11:00 AM – 12:00 PM or February 29 from 11:00 AM – 12:00 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.

Sign up today!

No Charge to Attend!

February
Wednesday
28
Ended
11:00 AM – 12:00 PM
US/Mountain
Evening
February
Thursday
29
Ended
11:00 AM – 12:00 PM
US/Mountain
Evening

Register Now

Frequently Asked Questions

Who is presenting?
Who is this for?
Is there a "sales" pitch?

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Enlighten 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

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.

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