SAVVY TAX PLANNING – How Tax Planning Changes Through Four Stages of Retirement

Join us Thursday, March 20th or Tuesday, March 25th at 6:30PM in Clemmons for our upcoming workshop SAVVY TAX PLANNING – How Tax Planning Changes Through the Four Stages of Retirement. There is no cost or obligation to attend this event, but seating is limited.

THE SECURE ACT 2.0 made nearly 100 changes to Retirement Plans. These regulations and TAX CHANGES are the most comprehensive to retirement accounts in 40 years. You could be impacted by new rules around RMDs, ROTHs, Charitable contributions, Long Term Care AND Surviving Spouse benefits.

What does all this mean for you?

How you plan for taxes during the 4 stages of retirement CAN impact your lifestyle. If your only focus is market returns, you could miss a big risk to your retirement. Join Doug Ray, MBA, ChFC, RICP ®, Brice Payne, RICP ®, Investment Adviser Representative, and Garrett Ray, MBA, Investment Adviser Representative for this informative and educational workshop.

The Wealth Guardians have helped hundreds of local families make informed decisions on tax mitigation as part of their overall retirement plan. You should know what your “after-tax” retirement savings picture looks like BEFORE retiring.

We’ll discuss: 

  • How to potentially pay far less on your retirement income
  • How the IRS ruling of the Secure Act could impact your RMDs
  • 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
  • How and when you can use taxable, tax-deferred, and tax-free assets to manage your income and tax brackets efficiently

There is absolutely no cost or obligation to attend this critically informative event.

The material covered during these events is most applicable for adults between the ages of 59 and 75.
Please no children, brokers, advisors or other agents.

FOR EVENT REGISTRATION BY PHONE, PLEASE CALL:
(336) 391-3409

Thursday, March 20th or Tuesday, March 25
at 6:30 PM

Broyhill Annex
3554 Clemmons Road, Suite 001
Clemmons, NC 27012