20 April
Taxes in Retirement Webinar


Please join us Wednesday, April 20th at 11 am, for our Taxes in Retirement Webinar, hosted by Diron Insley, Principal of White Oak Wealth!


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 webinar that has already helped nearly 700,000 people nationwide navigate the retirement tax maze.

Join us via Zoom, covering Taxes In Retirement on April 20th from 11:00 AM - 12:30 PM.

Our webinar 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 our webinar, 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.

Attend this FREE Webinar and learn about:

  • The 2022 tax changes and how these could alter your retirement plan
  • Social Security is giving a raise in 2022. 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
Have an opportunity to ask Diron your tax questions and schedule a complimentary one-on-one tax assessment!

Date and Time

Wed, Apr 20, 2022

11:00a - 12:30p EST




Zoom link will be sent to you after registration.


Event Registration

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