Tax Strategies for Retirement Dinner Workshop

You Are Cordially Invited!

Mercurio Walker Financial Advisors of Louisville is hosting a special client dinner workshop.

TAX STRATEGIES FOR RETIREMENT
Understanding Your Tax Choices
Tuesday, March 24, 2026 @ 6pm
Osteria Italian Seafood
1211 Herr Lane, Louisville, KY 40222

Taxes affect retirees in a variety of ways, from taxes on retirement income, taxes on investment distributions, taxes on Social Security benefits, taxes on legacy, and much more. Saving and investing for retirement the traditional way could potentially create a Retirement Tax Bomb for you and your loved ones. It is important to plan for tax efficiency in retirement.

Enjoy a fine dinner at Osteria and learn about potential tax issues facing retirees and how to plan to reduce future tax liability. A few of the topics we will discuss are as follows:

• The Tax Continuum
• Roth Investing
• Tax Free Income
• Social Security Benefits
• Estate Tax Planning
• Charitable Giving

In general, the more taxes you pay in retirement, the more income you’ll need to pay those taxes and live comfortably. Optimize tax results on the money you save and distribute in retirement. The goal is to help you pursue the retirement lifestyle you desire.

We look forward to seeing you there.

Mercurio Walker Financial Advisors of Louisville, 6603 River Road, Prospect, KY 40059. Advisory services offered through American Capital Management Inc, 4222 Grant Line Road, New Albany, IN 47150. All other products and services offered through Mercurio Walker Financial Advisors of Louisville.