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Smart Retirement Tax Strategies Workshop

Retirement Taxes Are Changing – Are You Ready?

Don't let taxes drain your hard-earned retirement savings! Join us for a FREE Retirement Tax Workshop at Mustang Library on Tuesday, April 1st at 1:30 PM or Saturday, April 5th at 12 PM.

We will cover:

✅ Understanding tax changes under the Tax Cuts and Jobs Act

✅ Social Security Taxation – How to avoid paying more than necessary

✅ How to Reduce Taxes on RMDs (Required Minimum Distributions)

✅ Estate & Legacy Tax Strategies to Maximize What You Leave Behind

Learn how to keep more of your money and make your retirement dollars last longer with smart tax strategies.

💡 Seating is limited. Complete the RSVP form to request a reservation, and a Bayntree team member will contact you to confirm availability.

⚠️ This workshop is best suited for individuals or couples with investable assets of $500,000 or more.

No financial advisors permitted.

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