RETIREES AND PRE-RETIREES HAVE LOTS OF CHOICES TO MAKE WHEN IT COMES TO THEIR MONEY. That’s why we’re hosting this webinar session exclusively focused on “Green-Line Tax-Free Income.” Join us  Feb. 2nd at 12 or 6pm, and learn how to “Stay In The Green.”

Complimentary Webinar: “Green-Line Tax-Free Income Strategies”

Join Tom Watson, of TW Retirement Strategies as we discuss tax-free income options for retirees and how to leverage them in your retirement plan.
In this no-cost, no-obligation webinar, we’ll discuss:

Implications of Taxes In Retirement

  • What happens to your retirement income if taxes go up?
  • Current tax laws: how they impact your income
  • 401 (k), IRA, and other retirement accounts 
  • Planning for tax implications

Tactics For a
Tax-Free Income

  • Financial products that may provide tax-free income
  • Insurance Vs.Investments: how the rules differ
  • Key factors in choosing a tax-free income strategy
  • Maximizing your retirement income

Benefits of Tax-Free
Retirement Strategies

  • Protecting your money while it grows
  • How to provide tax-free income for your beneficiaries
  • Eliminating the need for probate
  • How to add flexibility and tax-free liquidity to your portfolio

Why Tax-Free
Income Matters

  • How taxes can change your overall retirement picture
  • Possible ways to enhance your income
  • Ways to protect and grow your money, tax-free
  • Can you retire tax-free?

We’re open for business despite this virus because no one should have financial concerns on top of health concerns.
You can’t quarantine your retirement. We are here to help.

Tom Watson

MT Ins Lic #0721940
CO Lic #510326
WY Lic #195247

Scroll to Top