Semmax Financial Group

Exciting event coming up in August! Mark your calendar, register and plan to join us for lunch on August 5 at the Clubhouse at Tanglewood Park or August 6 at The Proximity as we explore what may be possible as you prepare for retirement.

This panel will feature experts from Fader Real Estate and D'Luca Luxury Travel alongside Semmax CEO, Matt Landon CFP® discussing the intersection of homeownership, travel and financial confidence. If you're just a few years out from retirement and starting to think about what is possible when you have more free time, this is a conversation you don't want to miss!

Find out more and register at semmax.com/lecture-series or call our office at 336-856-0080. Seating is limited, lunch is provided, we look forward to seeing you there!

Many retirees expect their tax bill to fall once paychecks stop. In reality, taxes can rise when Social Security and required minimum distributions begin at the same time. Understanding how these income sources interact can help reduce unexpected tax pressure and preserve more of your retirement income. Read more about it below.

The Retirement Tax Trap: How Social Security and RMDs | Semmax Learn how Social Security and required minimum distributions can increase retirement taxes and what planning strategies may help reduce the impact.