Surviving Retirement

Tax and Income Strategies You Need to Know Before the End of the Year

Bill Taylor and Bob Abbate will show you how to preserve your capital, maximize your retirement income, minimize risk, and explain how the change in 2025 tax rules will affect you. They will also share, in plain English, little-known facts and strategies your current advisor may not know - and the government certainly won't tell you.

You will learn about the following topics in clear, easy-to-understand terms:

• Actions you should take now to lock-in your tax savings before the tax year ends
• How to withdraw your retirement assets efficiently for tax purposes
• Explore strategies for creating a retirement income that you an your spouse cannot outlive
• How to pass on more than just your assets and leave a true legacy
• Why IRA accounts could be the worst possible assets to die with
• How do health care, long-term care, and extended care expenses factor into your retirement income strategy

Seating is limited for this informative and complimentary event so register today to save your seat!

Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and its representatives. Legal advice is offered independently of all entities listed. For advice regarding your individual circumstances, please contact CAG Tax Services or your qualified tax professional.