Please join us for our upcoming event. We'll be answering some of your most pressing questions. Feel free to invite your friends and loved ones. RSVP today to save your seat.

According to a recent NRI survey, 63% of pre-retirees report that they are concerned about having a tax plan for retirement. The good news is that with a little bit of planning, you may be able to reduce the bite of taxes on your retirement income. This presentation will review the different types of accounts you can use to save for retirement, and how they can impact your retirement tax bill.

When you move into retirement, your income no longer comes in the form of wages from a job. But as far as the IRS is concerned, the retirement funds you now live on may be considered as income, and you will probably have to pay some kind of income tax.

Today’s presentation will explain how retirement income is taxed and how planning for those taxes can help you make the most of your money.

*This event has been funded in whole by Nationwide

Nationwide is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax and or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Joanna Moran, CFP®️, AIF®️, CDFA®️

Financial Advisor 

Ph: 775-225-9588

9770 S Virginia St, Reno, NV 89511

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Investments are: Not FDIC/NCUSIF insured *May lose value*Not financial institution guaranteed*Not a deposit*Not insured by any federal government agency.

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