Upcoming Webinar

Taxes in Retirement WebinarPresented by Joanna Antonopoulos, CLU®, CFP®

As you plan for retirement, understanding tax implications is crucial for financial security.
Learn how to minimize tax burdens and maximize savings in retirement planning.

The October event is scheduled for Tuesday, 10/29 at 1-2PM(EDT).

Register Here

Attend This Seminar to Learn About:

  • 66% of Americans are worried they'll run out of money in retirement
  • Common misconceptions about taxes in retirement
  • Ways to potentially protect yourself against volatile market conditions
  • Will taking RMDS push you into a higher tax bracket?
  • The 2024 tax changes and how these could alter your retirement
  • Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability
  • Possible tools and strategies available to help develop a retirement tax strategy
  • The SECURE Act 2.0 and what the new legislation means for you

Register Here

Joanna Antonopoulos is a Registered Representative with NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Financial Adviser for Eagle Strategies LLC, Registered Investment Adviser. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Agent New York Life Insurance Company. The Atlantic Planning Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither The Atlantic Planning Group, LLC, its staff nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal and accounting advice.

This is an informational sales presentation. Please note that individual situations can vary. Neither the information presented, nor any opinion expressed constitutes a solicitation for the purchase or sale of any specific security.