“A Tax-Savvy Retirement”

Could you afford $80,000 a year to stay in a nursing home? 

What if you could pay for long term care costs with tax-free dollars from a special account?

Listen and learn how at our new dinner seminar on Monday, August 7th at 6:30PM: EVENT FULL – WAITLIST ONLY

“A Tax-Savvy Retirement”

9827 Katy Freeway
Houston, TX 77024

Please arrive 15-30 mins early.

Join Eric Westall as we discuss long-term care and tax-free income options for retirees. Learn how to leverage the strategies in your retirement plan. In this no-cost, no-obligation seminar, we’ll discuss:

Rated 5 out of 5

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?
Rated 5 out of 5

Tactics For a Tax-Free Income

  • Financial products that may provide tax-free income
  • Insurance Vs.Investments: how the rules differ
  • How insurance may help with tax-free income planning
  • Maximizing your retirement income
Rated 5 out of 5

Implications of Taxes In Retirement

  • What happens to your retirement income if taxes go up?
  • Current tax laws: how they impact your income
  • IRAs, RMDs, 401(k)’s, 403(b)’s and taxes
  • Planning for tax implications
Rated 5 out of 5

Long Term Care Planning

  • 7 out of 10 retirees age 65 or older will need long term care in their lifetimes
  • Policies that allow you to pay for LTC with tax-free dollars
  • The costs of Long Term Care and how to strategize around that.

Reserve Your Seat Now: