Worried About Rising Taxes in Retirement?
Join us for “The Rising Tax Risks,” a free workshop revealing little-known tax strategies to protect your nest egg.
Learn how recent tax law changes could affect your savings, and what you can do now to reduce risk and keep more of your income.

Major Challenges
RMDs and Social Security can trigger unexpected tax bills.
Learn strategies to reduce or even eliminate taxes on retirement income.
Market downturns can shrink your nest egg at the worst time.
Discover ways to protect your investments while still pursuing growth.
Unseen advisor and fund fees quietly erode your savings.
Get tips on identifying and reducing unnecessary fees.
Outliving your savings is a real threat for today’s retirees.
Learn how to stretch your money and create lifetime income.
Why you should attend
1. CUT TAXES IN RETIREMENT
Learn how to potentially reduce or eliminate taxes on Social Security, RMDs, and other income streams.
2. AVOID COSTLY MISTAKES
Discover the common financial pitfalls that trip up retirees, and how to sidestep them.
3. Get a clear plan
Walk away with actionable ideas for protecting and growing your retirement income—even in uncertain times.
Upper Marlboro Library
14730 Main St,
Upper Marlboro, MD 20772
Friday, November 21
11:00 AM
You can bring a guest to attend the workshop for free!
Session Topics

TAX PLANNING
How to reduce or eliminate taxes on Social Security, RMDs, and retirement accounts, before new laws take effect.

RISK MANAGEMENT

How to protect your retirement income from market crashes without giving up growth potential.

FEE REDUCTION

Where hidden fees are hiding, and how to stop overpaying your advisor, funds, or annuities.

SOCIAL SECURITY

Learn when and how to file to avoid costly mistakes and maximize your monthly benefit.

Mark Tabron

Since founding his firm in 1991, Mark has helped clients protect and grow their wealth through education, trust, and a genuine commitment to service. He is an IRMAA Certified Planner, licensed in life and health insurance, and affiliated with the National Ethics Association, NAIFA, and the Better Business Bureau.
Mark hosts the “How to Protect and Grow Your Money” radio show and is the author of You Are a Winner. He often reminds clients: “Don’t put all your eggs in one basket.”
