Retire With More Money

Taxes in retirement can be potentially reduced by taking advantage of a few simple, yet highly effective strategies.

Attend this webinar and learn about:

  • The SECURE Act and the impact that its passing could have on your retirement savings
  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Marcus Warren, EA, MBA is a Registered Investment Advisor and a Tax Enrolled Agent. He is recognized as one of the top “Financial Educators” in the industry.

He is known among his colleagues, students, and clients as a seasoned and knowledgeable financial professional who focuses on the areas of retirement planning, investment management, tax planning, and income planning. Marcus is passionate about his student’s financial education and has a talent to explain financial concepts in an easy to understand manner.

Marcus has published 2 books, The Retirement Playbook and The Tax Playbook, available on Amazon. He hosts a weekly Race to Retire radio show on Sunday mornings and the Tax Playbook podcast. Both are available on Apple Podcasts, Spotify, and Google Podcasts.

Hear more from Marcus on his Race to Retire podcast:

Apple Podcasts👇
Google Podcasts 👇

Listen to the Tax Playbook podcast:

Apple Podcasts 👇
Google Podcasts 👇
Spotify 👇

What previous attendees have said...

"There was a lot of very good information given with examples for how you can save money with some planning. I recommend this to anyone approaching retirement and later." - Debbie

"Very informative, learned a lot . Very well presented" - Glenn

"Excellent webinar that provided an overview of all the issues surrounding retirement. Informative, on point, relevant and interesting. Provided real life examples. Highly recommend." - Vicki

"This was a very pleasant, informative and easy to digest webinar. I've learned a lot about Retirement Investing and will recommend anyone to attend if you get the chance." - Landy

Great webinar on retirement. Marcus did a great job breaking down complex ideas. Learned a lot and am looking forward in learning more at his office. I highly recommend you attend! - Pat