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ARE MARKET CONDITIONS AFFECTING YOUR RETIREMENT TAX STRATEGY?

Explore how taxes, Social Security, and retirement accounts may impact your income in retirement.

Join us for a complimentary gourmet dinner and retirement planning seminar. Our presentation will cover:

  • Market Fluctuations – How market fluctuations may impact retirement distributions and taxes.
  • Taxes – Smart tax planning now could keep thousands more in your pocket later.
  • Market Conditions – How to position your assets now for the most tax efficient income during retirement
  • Social Security – How Social Security benefits may be subject to taxation.
  • Retirement Accounts – General tax considerations for IRAs, 401(k)s, and other retirement accounts.
Wednesday, May 27, 2026 at 6:30 PM ​​​​​​
or
Wednesday, June 3, 2026 at 6:30 PM 

 

at Jacob and Anthony's American Restaurant

38 High Rock Ave | Saratoga Springs, NY

Sign up for Wednesday, May 27, 2026 at 6:30 PM
Sign up for Wednesday, June 3, 2026 at 6:30 PM

Reservations required. Please reserve your seats by calling 1-877-727-9618 or fill out the form.

HOSTED BY: MINICH MACGREGOR WEALTH MANAGEMENT
21 CONGRESS ST, SUITE 203 | SARATOGA SPRINGS, NY
518-499-4565 | 866-998-7331