Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market!

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? What does this mean to me?
  • How can politics affect your pocketbook? The dangers of legislative risk.
  • Are you doing everything you should to take advantage of historically low tax rates?
  • Do you need an IRA exit strategy?
  • The SECURE Act of 2019 removed a great benefit for passing IRAs to your heirs. We will cover how this could affect your retirement and estate planning.
  • Is a Roth conversion something you should be considering?
  • How could having a written plan for your income in retirement help you with taxes in retirement?
  • Could you qualify for a zero-tax retirement?
  • How do Roth conversions impact taxes on your Social Security? Cost of your Medicare?

FIND OUT IF THIS EVENT IS RIGHT FOR YOU

Dates:

Tuesday, March 26th or
Wednesday, March 27th
6:30 p.m.

Twisted Tree
10701 Watson Rd.
St. Louis, MO 63127

START HERE