FREE WEBINAR FOR PRE-RETIREES & RETIREES LOOKING FOR FINANCIAL SECURITY

How You Can Escape the Retirement Tax Trap...

Discover the Most Tax-Efficient and Safe Manner to Grow and Protect Your Retirement

 Next Webinar:  Tuesday, May 5th @ 1:00 PM (Eastern)

FREE Webinar! What You'll Learn:

  • How tax-advantaged strategies can help minimize your tax burden and maximize your retirement income.
  • Top retirement risks and practical solutions to help mitigate them and grow your savings.
  • Tools that can provide Market growth potential and downside protection, subject to caps on gains.
  • How high-net-worth individuals pass on their estate and preserve more wealth for their heirs.
LIVE STREAMING

Tuesday, May 5th
at 1:00 PM (Eastern)

FREE WEBINAR

No cost, no obligation, and no products sold

PRESENTED BY

Joe MacMunn
Founder

A Simple Approach to Reducing Taxes in Retirement

LESSON #1

The ticking tax bomb hiding inside 401(k)s & IRAs.

You've postponed paying for taxes until a future date, however, now may be the BEST time to pay - and we'll show you why.

LESSON #2

Strategies the wealthy are using to minimize tax liability.

The Internal Revenue Code (IRC) contains three unique tax-saving sections that are endorsed by the federal government.

LESSON #3

An easy way to work towards a tax-free retirement.

Get access to an exclusive report that will show you how to set up a personal wealth account built for maximum tax efficiency.

Next Webinar:  Tuesday, May 5th @ 1:00 PM (Eastern)

Join LIVE with Joe MacMunn. If you can't make the webinar but want to learn this vital information, still sign up, and you'll have access to the webinar recording.

Disclosure

The presentation is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The real life case scenarios presented should not be deemed a representation of past or guarantee future results. To the extent that this information concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. No products will be sold at the event and there is no obligation to make a follow-up appointment.

This event is neither sponsored nor endorsed by the Online - Zoom.Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MacMunn Financial Management. MacMunn Financial Management is a separate and unaffiliated entity from Simplicity Wealth.

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Contact Us

MacMunn Financial Management, Inc.
1 Cabot Rd Suite 270
Hudson, MA 01749

Ph: (978)618-4812
Em: joe@macmunnfinancial.com
http://www.macmunnfinancial.com