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  • Taxes In Retirement

    Registration
  • Monday
    April 13, 2026
    6:00 PM

    Educational Workshop
    Golden Community Center
    1470 10th St
    Golden, CO 80401

  • Monday
    April 13, 2026
    6:00 PM

    Educational Workshop
    Golden Community Center
    1470 10th St
    Golden, CO 80401

  • Monday
    May 4, 2026
    6:00 PM

    Workshop
    Ken Caryl Ranch House
    7676 S Continental Divide Rd
    Littleton, CO 80127

  • Wednesday
    May 6, 2026
    6:00 PM

    Educational Workshop
    Ken Caryl Ranch House
    7676 S Continental Divide Rd
    Littleton, CO 80127

  • Join us for an educational workshop where we'll focus on:

  • ✓ Common misconceptions about taxes in retirement


    ✓ Strategies to help protect yourself against the taxation of your Social Security income


    ✓ How Real Estate investments can impact your taxes in retirement


    ✓ The new administration’s tax changes and how they could alter your retirement plan


    ✓ Will taking RMDs push you into a higher tax bracket?

  • ✓ Ways to potentially protect yourself against volatile market conditions.


    ✓ Many Americans are worried they’ll run out of money in retirement


    ✓ Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability


    ✓ Possible tools and strategies available to help develop a retirement tax strategy


    ✓ The SECURE Act 2.0 and what this legislation means for you

  • CONTACT INFORMATION

  • Format: (000) 000-0000.
  • BAM Advisory Group is an independent financial services firm assisting individuals preparing for retirement through the use of investments and insurance products. Insurance products and services provided by BAM Advisory Group. Investment Advisory Services offered through its affiliate, BAM Wealth Management, LLC, a Registered Investment Advisor. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Past performance may not be used to predict future results.

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