Upcoming Classes

Dinner Workshop: Taxes in Retirement

When you retire, you leave behind many things – the daily grind, commuting, maybe your old home – but one thing you keep is a tax bill.

Since each person’s tax situation is unique and the tax rules can change from year to year, it can be challenging to get accurate and timely information. Our presentation is designed to provide a purely educational setting where you can gain the knowledge required to make informed decisions about your planning.

Advanced Discussion Topics:

• Taxes in Retirement – What’s changed, what’s still important, and what it means for you.
• New Presidential Administration – Potential changes and their impact on your financial future.
• Historically Low Tax Rates – Are you taking full advantage of them?
• IRA Exit Strategies – How the SECURE Act of 2019 could affect your retirement and legacy planning.
• Roth Conversions – Should you consider this strategy for your retirement plan? How could it impact Social Security and Medicare?
• Income Planning – How a written plan could help manage taxes in retirement
• Zero-Tax Retirement – Could you qualify for it?
• Small Business Owners – Strategies to help plan for a tax-efficient retirement.

FIND OUT IF THIS EVENT IS RIGHT FOR YOU

Educational Workshop: Confused by Social Security & Medicare?

You’re invited to join Steve Aul and Will Meneses for a deep dive on two important pillars that make we rely on during retirement, Social Security & Medicare. The objectives of this presentation are to provide you with the tools, insight, and proven strategies that can help you to make informed decisions about these programs so you can get the most out of them.

Social Security Topics:

• Understand the reductions for taking benefits early and how the choices you make now could result in an additional $100,000 for singles and upwards of $400,000 for couples over your lifetime.
• Ways you may be able to lower taxes on your benefits.
• Know your spousal, divorced spouse, widow, and widower benefits.
• Know where Social Security fits in with your other income sources.
• How to potentially avoid some of the most common mistakes when filing for your benefits.

Medicare Topics:

• Choosing Original Medicare or Medicare Advantage Plans.
• Do I need a Medicare Supplement or Part D plan? How often should I shop for a new Supplement?
• How does our income affect the cost of Medicare Part A? What impact do Roth Conversions have on this?
• How and when to enroll in Medicare.

Medicare and Social Security can play a vital role in your retirement planning.
Know what you can do, so you can know what you should do!