FREE WEBINAR
Understanding Taxes in Retirement
Are you prepared for how taxes may impact your retirement income?
Taxes don’t stop in retirement—and understanding how they may affect your income can make a meaningful difference in your long-term financial picture. Join JBL Financial Services’ Retirement Coaches for a complimentary webinar designed to help you explore key tax considerations in retirement.
Reserve your spot:
Don’t Let Taxes Catch You Off Guard in Retirement
What You'll Learn
How Retirement Income Is Taxed
Understand how sources like Social Security, IRAs, and pensions may be treated for tax purposes.
Common Tax Considerations in Retirement
Explore factors that can influence your tax situation year to year.
Strategies to Help Manage Tax Exposure
Learn a variety of approaches that can help you make more informed, tax-aware decisions.
Meet The Retirement Coaches
Erin Lapidus
President of JBL Financial, Erin enjoys working with her Father in the family business. She holds her FINRA Series 6 and 63 securities registrations through LPL Financial. She also holds her life and health insurance licenses, and is well-versed in Medicare Advantage and Exchange. Her credentials support her passion for helping clients pursue a comfortable and independent retirement by educating them on the resources available.
Jeff Lapidus
Jeff has more than 30 years of experience in the financial industry. He is also a Certified Employee Benefits Specialist®, which means that he designs comprehensive benefit strategies that support his business clients as well as their employees. He also is experienced in providing his retired and more senior clients a better understanding of their changing financial, social, and health care needs as they transition into, and begin to, enjoy their retirement.
Take the Next Step Toward Understanding Your Retirement
Join us for this educational session and gain clarity around how taxes may impact your retirement income. With thoughtful planning and the right information, you can feel more confident about how taxes fit into your overall retirement strategy.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and JBL Financial Services Inc., are separate entities from LPL Financial.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. LPL Financial and JBL Financial Services do not provide tax advice or services.
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