Smart Tax Planning in Retirement
Are you paying too much in taxes in retirement? Today’s retirees need to know what their “after-tax” retirement savings looks like BEFORE retiring!
Join us Thursday, September 17th or Tuesday, September 22nd at 6:30PM in Clemmons for our free workshop Smart Tax Planning in Retirement. There is no cost to attend this event, but seating is limited and advanced registration is required.
Legislative changes and new rules around RMDs, ROTHs, catch-up and charitable contributions, Long Term Care and Surviving Spouse benefits could affect how much of your retirement income you keep.
What does all this mean for you? How you plan for taxes during retirement can impact your lifestyle.
We’ll discuss:
- How to potentially pay far less on your retirement income
- How recent tax reforms could affect taxes on your Social Security, pensions and retirement accounts
- How and when you can use taxable, tax-deferred, and tax-free assets to manage your income and tax brackets efficiently
- How to avoid tax time bombs in your IRAs
- How to create tax-free income from your current qualified accounts moving forward
- How Qualified Charitable Distributions can be a tax-smart way to support charitable giving
Meet your presenters: Doug Ray, MBA, ChFC, RICP®, President, Brice Payne, RICP®, Investment Adviser Representative and Garrett Ray, MBA Investment Adviser Representative. The Wealth Guardians team have helped hundreds of local families make informed decisions on tax mitigation as part of their overall retirement plan. We look forward to helping you, too.
A light dinner will be served. This is an educational event and no products will be sold. The material covered during these events is most applicable for adults aged 58+. In addition, the tax and Social Security strategies we discuss are designed for those with at least $400,000 saved toward retirement.
Please no children, brokers, advisors or other agents.
