Tax Planning During the Four Stages of Retirement

Join us Thursday, March 12th or Tuesday, March 17th at 6:30PM in Clemmons for our upcoming workshop Tax Planning During the Four Stages of Retirement. There is no cost or obligation to attend this event, but seating is limited and registration is required.

Recent legislative changes resulted in nearly 100 changes to retirement plans. These regulations and TAX CHANGES are the most comprehensive updates to retirement accounts in 40 years. You could be impacted by new rules around RMDs, ROTHs, catch-up and charitable contributions, Long Term Care and Surviving Spouse benefits.

What does all this mean for you?

How you plan for taxes during the four stages of retirement CAN impact your lifestyle. If your only focus is market returns, you could miss a big risk to your retirement.

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

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.

There is no cost or obligation to attend this informative workshop. The material covered during these events is most applicable for adults between the ages of 58 and 75. In addition, the tax strategies we discuss are designed for those with at least $400,000 saved toward retirement.

Please no children, brokers, advisors or other agents.

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

Thursday, March 12th or Tuesday, March 17th
at 6:30 PM

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