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Who Should Attend

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This webinar is for Americans who are 55 and older, in or near retirement. With so much uncertainty about the economy, election, pandemic, and the future of Social Security and Medicare, right now is a critical time to get informed. 

Space is limited to the first 30 attendees. Reserve your seat now.

If you are in or near retirement, you already know that planning for financial security can be hard. Many retirees know that they must consider their Social Security filing strategy, 401(k)s, IRAs, TPSs, and Pension Plans…

But did you know that taxes could potentially decimate all your hard work?

If you want to enjoy the kind of retirement that you deserve, you need to understand how taxes may impact your income — and what you can do to potentially pay less in taxes and keep more of your hard-earned dollars.

That’s why we have developed a live webinar for adults aged 55 and older. It has already helped hundreds of people across the nation, and we look forward to helping you navigate taxes in retirement.  

The Road to a Tax-Savvy Retirement

Why You Should Attend

About Merriman Wealth

Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and long-term goals. We’ve grown significantly since then, now managing more than $2.4 billion in assets for clients across the country, and while we hold true to those ideals we have also come to realize that investment advice is only a small piece of the puzzle.

To help our clients be truly successful in achieving their goals, we offer a comprehensive approach to wealth management that includes not only investment planning, but also encompasses taxes, estate planning, insurance, risk management, charitable giving and more.

During this workshop you will learn:

What the rising US National Debt can mean for your retirement

Strategies designed to shield your hard-earned money from rising tax rates

A little-known “Roth secret” that can potentially create tax-free income for your family 

And much, much more…. Using this valuable information, you will be in a better position to develop a smart tax strategy for your retirement. 

Learn how to protect your retirement from the IRS and avoid running out of money (even if you only have $250,000 saved). Register to learn:

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Special In-Person Workshop...

What the rising US National Debt could mean for your retirement

What made 2021 an especially difficult year for those close to retirement

A strategy designed to shield your hard-earned money from rising tax rates

Reserve Your Spot Today! 

Join us at: Bellevue College 3000 Landerholm Cir SE Bellevue, WA 98007 Main Campus - Building D 106

Register Now