Reducing Taxes in Retirement

Keep More of Your Money and Leave the IRS Weeping

Reducing Taxes in Retirement

Taxes are the largest expense most people will pay. If you do nothing, you may end up paying tens or even hundreds of thousands of dollars in extra taxes in retirement. In this workshop you will learn:

The Inbound Retirement Tax Bombs
Strategies for Lowering Taxes
How to Leave the IRS Weeping

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About the Speaker

Freeman Linde

Author: 3D Retirement Income
Host: RetireMentorship Podcast
Partner: La Crosse Financial Planning
Certified Financial Planner™
Licensed Tax Advisor
Retirement Planning Specialist

View Other Workshops

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September Workshop

You’ll learn how to invest before, transitioning into, and after retirement.

Premiered September 15th

Maximizing Social Security

October Workshop

You’ll learn how Social Security works and how to optimize this critical retirement income.

Premiered October 20th

Estate Planning Essentials

December Workshop

You’ll learn how to direct your assets where you want, not to lawyers or the government.

Premiered December 15th

Frequently Asked Questions

Couples who are within ten years of retirement with between $200,000 and $2,000,000 in retirement savings and investments will benefit the most from this workshop. The content will be less relevant and the strategies less effective for those outside of this age range and savings level.

No. These are educational workshops to teach attendees strategies, not sell them products. There is no chicken dinner. Additionally, the speaker is a Fee-Only Fiduciary Financial Planner, meaning they do not, will not, and can not sell insurance and annuity products.

In addition to the education and strategies that could save you or make you thousands of dollars, each household will also get a book, workbook, and action items to continue their educational journey.

No. Information will be given on how to redeem a no-cost no-obligation consultation if you would like individualized help applying the knowledge learned in the workshop. There are no products for sale.

The exact room details and parking info will be sent out the week before the event.

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Reducing Taxes in Retirement

Reducing Taxes in Retirement

Keep More of Your Money and Leave the IRS Weeping