Preparing for taxes in retirement Date: Thursday, March 7, 2024 Time: 6:00 PM - 7:00 PM EST ONLINE EVENT PASSCODE: acuipn Join this event online Presented By: Amy Leanne B. Keach, CFP®, CTFA, Financial Advisor - Delaware Valley Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services Hosted By: Mark A. Verbanas, CFP®, CFS®, Private Wealth Advisor During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help ensure you’re well positioned from a tax perspective as you enter retirement. This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.