Educational Events

How to Build a Tax Efficient Retirement

How is retirement planning in the 21st century different than that of your parents? Chances are, your retirement looks and feels vastly different than the generation before you. As a result, your approach to the retirement planning process must change.

If you’re like most Americans, you’ve saved the lion’s share of your retirement in tax-deferred accounts like 401k’s and IRA’s. If tax rates go up, how much of your hard-earned money will you be able to keep?

 

We have put together a condensed version of our two day educational course in this jam packed 75 minute presentation, where we will be covering the following topics:

- Maximize Social Security Income

- Use the 3 basic types of retirment accounts to maximize cash flow in retirment

Avoid the three basic “pitfalls” of retirement distribution planning

- Evaluate the benefits of a Roth Conversion

- Determine if you have enough money for retirement

Evaluate the impact of tax law changes on your retirement

When: Thursday, February 4, 2021 - 6:00 PM
Where: Online Webinar
Host: Ken Holmes
Phone: (520) 321-1767
Directions: After you register for the webinar, a link to the event with login information will be sent to your registered email.
 

How to Build a Tax Efficient Retirement

How is retirement planning in the 21st century different than that of your parents? Chances are, your retirement looks and feels vastly different than the generation before you. As a result, your approach to the retirement planning process must change.

If you’re like most Americans, you’ve saved the lion’s share of your retirement in tax-deferred accounts like 401k’s and IRA’s. If tax rates go up, how much of your hard-earned money will you be able to keep?

 

We have put together a condensed version of our two day educational course in this jam packed 75 minute presentation, where we will be covering the following topics:

- Maximize Social Security Income

- Use the 3 basic types of retirment accounts to maximize cash flow in retirment

Avoid the three basic “pitfalls” of retirement distribution planning

- Evaluate the benefits of a Roth Conversion

- Determine if you have enough money for retirement

Evaluate the impact of tax law changes on your retirement

When: Tuesday, February 16, 2021 - 6:00 PM
Where: Online Webinar
Host: Ken Holmes
Phone: (520) 321-1767
Directions: After you register for the webinar, a link to the event with login information will be sent to your registered email.