Will Your Taxes Affect Your Retirement

Enrichment Adult / Finance -

AE 2526 Fall

It's critical to have a solid understanding of the tax status of investments to make informed decisions and avoid paying more than the fair share. In this seminar, you will learn:

How future tax changes may create the potential for higher taxes.
Ways to create tax-free retirement income.
How Social Security is taxed.
How to work efficiently within current tax brackets.

This class is a learning opportunity only. No products will be sold.

Benjamin Prchal

Matt Merrick and Ben Prchal of the Lino Lakes Strategic Wealth Group help families move from where they are to where they want to be in retirement by creating tailored income and tax planning strategies.

December 2025