Tax Free Green Line income Webinar - Retallick Wealth Management

(239) 444-5980 — Info@RetallickFinancial.com

GREEN IS GOOD

RED IS STRESSFUL

RETIREES AND PRE-RETIREES HAVE LOTS OF CHOICES TO MAKE WHEN IT COMES TO THEIR MONEY. That’s why we’re hosting this webinar session exclusively focused on “Green-Line Tax-Free Income.” Join us Monday, February 15th at 6 pm, and learn how to “Stay In The Green.”

Complimentary Webinar: “Green-Line Tax-Free Income Strategies”

Join Retallick Financial Group as we discuss tax-free income options for retirees and how to leverage them in your retirement plan.
In this no-cost, no-obligation webinar, we’ll discuss:

Implications of Taxes In Retirement

What happens to your retirement income if taxes go up?
Current tax laws: how they impact your income
401 (k), IRA, and other retirement accounts
Planning for tax implications

Tactics For a
Tax-Free Income

Financial products that may provide tax-free income
Insurance Vs.Investments: how the rules differ
Key factors in choosing a tax-free income strategy
Maximizing your retirement income

Benefits of Tax-Free
Retirement Strategies

Protecting your money while it grows
How to provide tax-free income for your beneficiaries
Eliminating the need for probate
How to add flexibility and tax-free liquidity to your portfolio

Why Tax-Free
Income Matters

How taxes can change your overall retirement picture
Possible ways to enhance your income
Ways to protect and grow your money, tax-free
Can you retire tax-free?

(239) 444-5980
Info@RetallickFinancial.com
Headquarters:
9961 Interstate Commerce Dr. Suite 160
Fort Myers FL 33913
1990 Main St., Ste. 750
Sarasota, FL 34236
27911 Crown Lake Blvd., Ste. 247
Bonita Springs, FL 34135
1500 East Venice Ave., Ste. 301
Venice, FL 34292

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

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