17 Oct
Taxes in Retirement


Palmetto Coast Wealth Management mike@palmettocoastwm.com


Mike Kreft, ChFC and Lori Miles, CPA


The new tax and financial rules for retirement have changed

Understand the potential impact taxes have on your retirement income.

No charge. Informational only. Nothing will be sold.


  • Understand the official new tax reform rules and their impact on your retirement
  • How lost 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 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

Why you should attend this seminar

If you’re nearing retirement or already retired, you need to understand how taxes (including the new tax changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned money. 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’s why we’ve developed a special course that has already helped thousands of people nationwide navigate the retirement tax maze. Join us at the Greater Summerville/Dorchester County Chamber of Commerce for an informational seminar covering Taxes in Retirement on Wednesday, 10/16/19 from 9:00-10:30 a.m. OR on Thursday, 10/17/19 from 6:00-7:30 p.m.  

Our 90-minute class will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources like Social Security, 401(k)/IRA, non-retirement accounts, or a combination of them all. Using the information you'll learn during our class, you will be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation and save you money. 

The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during our seminar, you’ll be better positioned to deveop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

This presentation is strictly informational. No investments will be promoted. However, we may invite you to a follow-up consultation where we can discuss your unique situation, and if applicable, how our wealth management services might be a fit. We 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/leg

Date and Time

Thu, Oct 17, 2019

6:00p - 7:30p CST


Greater Summerville/Dorchester County Chamber of Commerce

402 North Main St.
Summerville, SC 29483
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