estate planning IN RETIREMENT
Discover Why Estate Planning Matters
Donald Trump is back in the White House, and many Americans are questioning how it will impact their lives. Johann Von Goethe once said, “Doubt can only be removed by action”. For those who are in, or nearing retirement, taking action is critical. Tremendous opportunities now exist that can help protect you and your family from needless taxation.
This Class Is Designed For:
- Individuals who are retired or will be retiring within the next 10 years.
- Individuals looking for proper and accurate retirement education and knowledge that is not taught in most schools and Universities, and not available through most outlets.
- Individuals seeking unbiased information about how investments and the markets really work, and not the standardized information shared by large brokerage houses, banks and Wall Street firms.
- Current and future retirees who are concerned about the future of U.S. tax rates and trends.
This Class Will Cover:
This Class Can Help You:
- Maximize the benefits found in the Tax Cuts and Jobs Act
- Plan for upcoming tax law changes
- Avoid higher Medicare Part B premiums
typically caused by Required Minimum
Distributions - Build a tax controlled spending plan
- Reduce tax liability on retirement accounts and highly appreciated brokerage accounts
- Use advanced planning strategies to create tax savings and provide a tax-free legacy for those they care about
Michael and Pam O.
Kathy B.
Steve K.