WEBINAR ENDED
About This Webinar
Tax rules, legislation, and financial strategies are constantly changing. Understanding how these factors will impact your retirement can mean the difference between living the retirement you want, or having to adjust your standard of living in your later years.

Join us for an educational webinar to learn more about how the current tax landscape may impact your retirement.

FAQs:
-Is this a sales pitch?
No, our webinars are strictly educational. No specific strategies or products will be offered. During the course of the presentation you will have the opportunity to schedule an individual consultation if you desire.

-Who is presenting?
This webinar will be hosted by experienced financial professionals, see below.

-Who is this webinar for?
People nearing or newly in retirement will find this information most relevant; however, it may be useful for anyone.
Agenda
  • Understand the current Administrations proposed tax changes.
  • Details on recent changes brought by the SECURE Act & elimination of the Stretch IRA strategy.
  • How to assess the benefit of, and properly execute, a Roth Conversion strategy.
  • Discuss possible tools and strategies available to retirees for potential tax issues.
  • How rising taxes may impact your retirement cash flow and legacy?
  • Look at how lost deductions may impact your taxes in retirement.
  • Ways to potentially protect yourself against volatile market conditions.
  • Common misconceptions about taxes in retirement.
  • Strategies to help protect yourself against the taxation of your Social Security income.
  • .....................................................................................
  • Disclosures:
  • While tax and legal issues may be discussed in the general course of financial and investment planning Advisory Alpha does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.
  • Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Greene Point Partners. Greene Point Partners is a separate and unaffiliated entity from Advisory Alpha.
  • This webinar is not endorsed or approved by the Social Security Office or any other Government Agency.
Presenters
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    Alex Haase
    President
    With 15 years in the financial services industry, Alex has worked tirelessly to assist clients with all their financial and insurance needs. Whether you are starting off in life, or looking to enjoy retirement, Alex and his team can help you to wrestle any financial matter that you are faced with. With a large network of professionals that he works with, Alex ensures his clients are taken care of to the highest degree.

    When not working you will usually find Alex in the gym with a pair of boxing gloves on, or spending time with his wife, Joan, two daughters, Ciara and Cameron, and rescue dog Coamo, a golden retriever that they fell in love with and brought home from Puerto Rico after visiting Joan’s family there.
  • 1709657911-3a5fb335e5d09f04
    Brooks Riley
    Managing Partner
    Brooks has been providing financial services and business consulting services to individuals, households, and business owners for over 12 years. With a primary focus on building strong, long-lasting relationships; Brooks emphasizes a collaborative and consultative approach to financial planning. In his free time, Brooks loves to get out for a round of golf, a hike in the NC mountains, or a trip up north to Lake Champlain to visit family.
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