5 Steps to Creating a Less Taxing Retirement

Retirement is an exciting chapter that should be filled with new adventures—not spent stressing over taxes. For individuals with complex income sources and investment portfolios, evolving tax laws and legacy planning considerations can introduce additional layers of uncertainty. The good news is that proactive planning can help you keep more of what you’ve earned. In this webinar, Chief Planning Officer Jeffrey Levine will share five strategies to empower those preparing for retirement.

In this session, we’ll cover how to:

• Minimize income tax

• Maximize Social Security benefits

• Safeguard portfolios from risk

• Protect your family’s finances

• Make your wishes known in the case of incapacity or death

Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. RO-25-4516278

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