Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.

UPCOMING 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

  • How the biggest tax law passed in the last 30 years and upcoming tax changes could impact your retirement.
  • 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.
August 16
Taxes in Retirement
11:00 am | The Revere Golf Club
August 16
Taxes in Retirement
6:30 pm | The Revere Golf Club
September 14
Taxes in Retirement
11:00 am | Sun City MacDonald Ranch Community Center at Desert Willow Golf Course
September 14
Taxes in Retirement
6:30 pm | Sun City MacDonald Ranch Community Center at Desert Willow Golf Course
October 5
Taxes in Retirement
11:00 am | The Revere Golf Club
October 5
Taxes in Retirement
6:30 pm | The Revere Golf Club
November 2
Taxes in Retirement
11:00 am | Sun City MacDonald Ranch Community Center at Desert Willow Golf Course
November 2
Taxes in Retirement
6:30 pm | Sun City MacDonald Ranch Community Center at Desert Willow Golf Course

Kathleen Kassinger Alkalay – Facebook Recommendation

Finances and taxes are not my favorite subjects. But these folks make it understandable in a pleasant way.

Steven Newman – Facebook Recommendation

Excellent seminar. Information very useful for anyone planning or already in retirement. Eye opening and latest tax information presented.

June Jones – Facebook Recommendation

Very informative especially if you have an 401k or IRA. I would recommend it to everyone.

Scott Miller - Facebook Recommendation

The seminar given by Melissa Matson was absolutely terrific! It was informative, professional, and given with an air of humor. Looking forward to meeting with you folks soon.

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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