With each tax year, things change...
And tax laws change frequently.
Sometimes your personal finances or financial situation changes. Do you believe that income taxes could go up in the future? If so, in what ways can you keep your retirement income protected? Come join us to learn about some tax-free retirement income options that may be available to you.
Complimentary Event: “Protecting Retirement Income from Potential Income Tax Increases”
Monday, July 28th at 6:00 PM
Waitlist Only
1470 McConnor Pkwy. Schaumburg, IL 60173
We are very close to capacity but still have spots available. Please register for the waitlist and we will confirm registration in the order they are received!
What You’ll Learn
Implications of Taxes In Retirement
- What happens to your retirement income if taxes go up?
- Current tax laws: how they may impact your income
- 401 (k), IRA, and other retirement accounts
- Do you have plans for taxes in retirement?
Tactics For Tax-Free Income
- Financial products that may provide tax-free income in certain instances
- 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 potentially tax-free income for your beneficiaries
- Eliminating the need for probate
Why Tax-Free and Tax-Deferred Income Options Matter
- How taxes can change your overall retirement picture
- Possible ways to enhance your income
- Ways to protect and grow your money, tax-deferred
- Can you retire tax-free?
There is no cost to attend this complimentary educational event, but you must register.
This session is offered exclusively by MTD Financial
We are sorry, registrations are now closed.
We will see you next time!
Register now to reserve your spot. Get informed and learn your options now.
Can’t attend this event? We’ll be hosting events in additional locations.
Call us to learn more: (312) 550-3191
Contact Info
Our Services
Our Company
We serve the greater Chicago area
Sycamore • St. Charles • Schaumburg • Skokie • Westchester
Elgin • Elk Grove • Glenview • Northbrook • and more
Our Office
1600 Golf Road • Suite 1200 (Regus) • Rolling Meadows, IL 60008
Satellite Offices
St. Charles
100 Illinois St.
Suite 200 (Regus)
St. Charles, IL 60174
Skokie
5250 Old Orchard Rd.
Suite 300 (Regus)
Skokie, IL 60077
Westchester
1 Westbrook Corporate Center
Suite 300 (Regus)
Westchester, IL 60154
*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting Mary T Deutsch IL Insurance License #17294050 / MTD Financial, Inc. IL Insurance License #3000098844, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.