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Retirement income and taxes are closely connected — and timing matters. Join RBFCU Investments Group for a FREE online webinar, Preparing for Taxes in Retirement, on Thursday, August 27, at 2:00 p.m. CT. Designed for those nearing retirement, this webinar explores how retirement savings and tax planning go hand in hand — and how thoughtful timing can help support your financial goals. In this session, we will discuss: ✅ Possible sources of retirement income to coordinate with tax planning in mind ✅ Advantages of tax diversification ✅ Pre-retirement tax strategies to consider Presented by: Ashley Peper, CFP®, CRPC™, BFA™, Manager, Ameriprise Personal Wealth Group, Ameriprise Financial Hosted by: RBFCU Investments Group Disclosures: 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 has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure. This is an informational event. There is no cost or obligation. Ameriprise Financial cannot guarantee future financial results. Asset allocation and diversification do not assure a profit or protect against loss. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Ameriprise Financial is not affiliated with the financial institution. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.