702.818.5585UPCOMING EVENTS:
Plan Well, Retire Well
Presentation Topics
- How the biggest tax law passed in the last 30 years and upcoming tax changes could impact your retirement
- Using tax-efficient strategies on IRA accounts to avoid losing up to 70% of your IRA savings to federal and state income taxes
- Ways to help reduce risk in a volatile market – protecting against loss and ensuring you won’t outlive your income
- Tax-free vs. tax-deferred! Are your accounts always taxed, sometimes taxed or never taxed?
- How you may be able to reduce or eliminate tax on your Social Security
- Ways to protect your portfolio and plan for rising healthcare costs
- Learn about “sneaky fees” lurking in plain sight
Taxes In Retirement
Presentation Topics
- The 2023 tax changes and how these could alter your retirement plan
- The Secure Act 2.0 and what the new legislation means for you
- Common misconceptions about taxes in retirement
- Strategies to help protect yourself against the taxation of your Social Security income
- How rising taxes may affect your retirement cash flow
- Tax-free vs. tax-deferred! Are your accounts always taxed, sometimes taxed, or never taxed? Learn the difference and the questions to ask before retirement.
- Using tax-efficient strategies on IRA accounts to avoid losing up to 70% of your IRA savings to federal and state income taxes.
Estate Planning
Presentation Topics
- Maintaining family wealth over multiple generations
- Understanding the biggest threats to the preservation of wealth
- How to calculate the value of your estate
- 6 strategies for a strong generational wealth management plan
- 3 Key factors for a sustainable withdrawal rate
- The importance of having a trust and life insurance policy if you're from a blended family
- Strategies that could help reduce taxes
- How retirement planning, portfolio-mix and risk tolerance can affect future generations
- How to NOT disinherit your children and grandchildren because of divorce or another triggering event
July 11
Estate Planning
11:00 am | Sun City MacDonald Ranch Community Center at Desert Willow Golf Course
July 11
Estate Planning
6:00 pm | Sun City MacDonald Ranch Community Center at Desert Willow Golf Course
August 15
Taxes in Retirement
11:00 am | The Revere Golf Club
August 15
Taxes in Retirement
6:00 pm | The Revere Golf Club
ATTEND AN EVENT
Our events are always 100% complimentary and there is never any obligation for attending.
With your safety in mind, all events will comply with state recommendations for gathering sizes, social distancing and face coverings. If you would prefer a private setting to address your retirement questions and concerns, please call our office at 702-818-5585 to schedule a 15-minute call with Melissa Matson.
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Can You Retire if Offered a Buyout?
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Schedule a meeting with one of our team to create your financial strategy today.
