Taxes & Retirement

How Can You Solve The Retirement Puzzle?

Topics

What you’ll learn

  • The three myths of financial investing - why high risk doesn’t always equal high rewards.

    • When investments are a major source of retirement income, you need to understand how market volatility, rising inflation, and the increased cost of living can work against you.

  • How IRAs work and why you may lose 40% to 70% of your IRA value.

    • Like any investment, an IRA is never risk free. Learn how diversifying your investments with an annuity can protect your principal from market volatility to help minimize risk.

  • Reasons why you may end up paying too much in federal income taxes on your retirement income.

    • Without a strategic tax plan in place for your retirement, you may be hit with a high tax bill on your income from 401k and IRA withdrawals, Social Security and your pension.

  • What may happen to your retirement income when your spouse passes away.

    • A retired couple receiving two Social Security checks will lose the lower benefit when one spouse dies. With a strategic retirement plan, you can make up for this loss of income.

  • How annuities and insurance products help provide a financially-secure retirement.

    • Tax advantages. A stream of lifetime income. Riders that provide death benefits and more. Discover how annuities and other insurance products can achieve your retirement goals.

Free Report

When you attend our workshop, you can get a no cost personalized Social Security timing report that provides information to help optimize your Social Security retirement benefits.

WHAT TO EXPECT

Get answers to questions you never

thought to ask

Our workshops are guaranteed to provide you with these benefits and many more.

Real-world training from industry professionals

Our specialists have helped thousands of individuals find financial clarity and chart their path to retirement.

Up to date information on the topics presented

Our educational workshops are updated every year and are the source of the most up-to-date information in the industry.

An Interactive learning environment with peers

Ask and listen to questions answered by a professional in real time. This helps foster a deeper understanding of the material.

It's your finances.

We're here to help

you learn.

Taught by qualified financial professionals

From the comfort of your home to live seminars, we are a network of established experts providing critical information for various life decisions.

Extension Education Services is a marketing & retirement educational company.  Extension Education Services is not affiliated or endorsed by the Federal Government or the Social Security Administration.


Extension Educaiton Services is located at 1065 PA-315 Suite 103, Wilkes-Barre, PA 18702.  Professionals in Extension Education Services network are licensed professionals who are either CPAs, attorney's, financial professionals and or insurance professionals.  Extension Education Services professionals who conduct Federal education hold the Federal Retirement Consultant designation (FRC). 

Extension Education Services © 2025 Copyrights. All Rights Reserved.