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

Dinner Workshop: Retirement Roadblocks 

The stock market and the economy are experiencing multiple pain points that could have a major impact on your life savings. Record Inflation, Rising Interest Rates, the Threat of a Recession, and Social Security Insolvency are just a few of the issues.

What are you doing about:

• INFLATION: at 40 year highs and not going away anytime soon, how will lingering high prices impact the purchasing power of your investments?
• TAXES: Are you concerned that excessive government spending and exploding national debt will likely have massive consequences for your retirement?
• RECESSION: Could delayed Fed action push us into a deep recession… impacting the plans you’ve made?
• VOLATILITY: How do the wild swings in the stock market effect your portfolio, and can you do anything about it?
• SOCIAL SECURITY: Social Security is set to run out of money by 2034… how will this change your income at one of the most important times in your life?

We will share solutions how you can help protect yourself
against the above concerns…

WITHOUT BUYING AN ANNUITY!