Are You a Retiree on a Fixed Income? Lower Your Tax Burden!

Exclusive Webinar for Corporate Employees:

For retirees living on fixed income sources, taxes can take a significant portion each year. This session will share practical ways to help manage your tax liability, such as coordinating withdrawals, using tax-efficient accounts, and understanding required minimum distributions.

We’ll also discuss how different income types are taxed and strategies to prepare for changing tax laws. Attendees will leave with useful information to help keep more of their retirement income working for them.

Topic: Are You a Retiree on a Fixed Income? Lower Your Tax Burden!
Date: 10/23/2025
Time: 12:00 PM PST
Platform: Click Meeting
Registration: link
Hosted by: Michael Corgiat

Topics Will Include:

1. Understanding taxes and penalties during the retirement process.
2. What exactly are taxable events and how can they be addressed through planning?
3. Understanding IRA withdrawal penalties and regulations.
4. What are some exceptions to standard IRS rules?

• Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to secure their spot at the earliest to benefit from this exclusive opportunity.

For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.

A little bit more about Michael Corgiat

Michael Corgiat prides himself on helping corporate employees make their transition into retirement. He has been working with corporate clients for over 25 years. In his free time, he enjoys visiting national parks and spending time with his grandsons.

About The Retirement Group

The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.

Disclaimer

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.

Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.