Wealth and Retirement Strategies, Inc. Logo

Taxes in Retirement Workshop

Register Now

Sponsored by American Financial Education Alliance

An IRS approved 501(c)(3) non-profit organization

Presented by Steve Vasgaard RICP®CLTC®CFF®


If you are concerned about your income and estate taxes going up this free workshop is designed for you. In this class you will learn:

  • How and why the marginal tax system differs, to your detriment, in your retirement years
  • Whether you really will take money out of your IRA at a lower tax bracket
  • How provisional income affects Social Security
  • How Capital Gains and Dividends impact you tax liability in retirement
  • How Required Minimum Distributions work and affect your tax liability
  • How and Why Medicare premiums may increase because of your income
  • The tools that can be used for tax control
  • And more

Steve Vasgaard RICP®, CLTC® CFF®
President and Founder

Steve Vasgaard has many years of experience in the insurance and financial services industries, faithfully serving his clients. Over the years, Steve has been trusted by thousands of clients throughout the Southeast to help them plan for a more secure retirement. He understands that each client's retirement is unique, just like them, and their plan should be equally unique to meet their individual needs. Steve helps clients to focus on how they will create a reliable income stream in retirement. He believes in the philosophy that knowledge is power. Along with his team of advisors and professionals, he strives to educate every client so they have more confidence and peace of mind in retirement.



Register Today

* required

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealth and Retirement Strategies, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of “State” or where otherwise legally permitted.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.