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Taxes in Retirement



Understand the potential impact taxes have on your retirement income.

Retirement is rated one of life’s most stressful events. Do you have a Retirement Tax Strategy?

Join us at Parkway Grill for an informational seminar covering Taxes In Retirement on 
Tuesday, February 20 from 11:00 AM-12:30 PM 
or Thursday, February 22 from 6:30-8:00 PM .

Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you will take income.

Your paycheck may have stopped, but taxes continue. It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income.
If you would like more information on how taxes can impact your retirement income sources, THIS seminar is for you.
This course has been designed for the specific needs of those with more than $250K in retirement savings


We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Insurance services and products are offered through Bertram Financial Group LLC and Michelle E. Bertram LLC. Investment advice offered through Bertram Financial Advisor Services LLC, member FINRA & SIPC and with Redhawk Wealth Advisor, Inc. or AE Wealth Management both SEC-registered investment advisors. Bertram Financial Advisor Services, LLC. Affiliated with Redhawk Wealth Advisors or AE Wealth Management.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.