Tax Update 2020

If you’re among the millions of Americans who are currently retired one of the most confusing but important elements of retirement planning is the impact of taxation on your income. With revised rules and tax reform potentially affecting your retirement income, now is the time to get the facts and review your current income strategy.

Join us for this webinar.

Topics of discussion will include:

• T.C.J.A., C.A.R.E.S., and S.E.C.U.R.E. Acts
• What are your MAGI, AGI, and taxable income amounts, how they are calculated, and how does it impact you?
• Methods that may reduce the impact of future tax increases.
• How to quickly and easily find your true effective tax rate.
• How proper withdrawal strategies may help reduce the impact of RMD’s

The Answers to These Questions Can Impact Your Retirement

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may
be presented or offered. Investment Advisor Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Barcomb Asset
Management is independent of BFCFS. This event is not affiliated with the US Government or any governmental agency. Our firm does not provide legal or tax advice. Please consult a tax and/or
legal professional for guidance with your individual situation.