Sign Up For Our Complimentary Dinner Seminar

Sign Up For Our Complimentary Dinner Seminar

A new tax plan could mean new tax strategies for retirees.
How does that apply to your retirement?

Explore these questions, and much more, with Jason Beckett, a Licensed Insurance Professional of Beckett Financial Group. At our complimentary dinner seminar, you will learn:

  • What are the key changes between the old and new tax plans?
  • Have RMD rules changed in the new plan?
  • How will retirees be able to itemize with a higher standard deduction?
  • How does the adult caregiver tax credit work?
  • Is it time to help protect a portion of my savings from market volatility?
  • How have the markets historically responded to lower tax plans?

Join Our Seminar

Call (803) 939-4848 or Select the Date to Register

March 21st & March 27th |  6:30pm
Blue Marlin – 1200 Lincoln St, Columbia SC 29201
Location: Private Dining Room

Select Your Date Below

This presentation and the presenters are not affiliated with, nor endorsed by the Social Security Administration or any other government agency and do not provide legal or tax advice. The information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent

tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular circumstances. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. By contacting us. you may be provided with information about insurance products, including annuities offered through Jason Beckett.

SC Insurance License #120573