BERRY FINANCIAL GROUP
MYRTLE BEACH, SC

4226 Mayfair Street 

Myrtle Beach, SC 29577

 

PHONE: 1.888.774.6181

FAX: 1.843.774.6191

NC DEPARTMENT OF INSURANCE
NCDOI Divisions, Services for Consumers, Company License Status: Berry Financial Group

Agent License Status: Richard Berry

SC DEPARTMENT OF INSURANCE
Agency Code: 142256
Individual: 154176

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Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Berry Financial Group and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Berry Financial Group offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Berry Financial Group and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.

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Taxes in Retirement
Apr 21, 11:00 AM
Myrtle Beach Area Chamber of Commerce

Learn How To Flourish During Your Golden Years

What you will learn:

Ways to potentially protect yourself against volatile market conditions

Common misconceptions about taxes in retirement

Strategies to help protect yourself against the taxation of your Social Security income

Why you should attend:

The SECURE Act and the impact that its passing could have on your retirement savings

The changing rules for a retiring generation of baby boomers

Possible tools and strategies available to retirees to help develop a retirement tax strategy

How rising taxes may affect your retirement cash flow

Understand the official new tax reform rules and their impact on your retirement

How lost deductions may affect your taxes in retirement

Taxes in Retirement
Are you nearing or at retirement age? It may be possible for you to pay less and increase your monthly income. Learn how Berry Financial Group has helped more than 3,000 people reach their financial goals.

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

Because of this, we have developed a special seminar that has already helped nearly hundreds of people in the Myrtle Beach market navigate the retirement tax maze.

Join us at the Myrtle Beach Chamber of Commerce for an informational seminar covering Taxes In Retirement on Monday, April 21 from 11:00 AM-12:30 PM.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Limited Seats

Seminar Will Fill

Free to Attend

Who Should Attend?

- Anyone who is at or nearing retirement age and wants to learn how to take advantage of new tax laws to increase their monthly income

- Anyone who is at or nearing retirement age and wants to learn how to create tax free income from retirement accounts

Taxes in Retirement
Myrtle Beach Area Chamber of Commerce