Retirement Taxes Declassified - Hosted by Andrew O'Connor
Taxes are one of the largest contributing factors that can prevent individuals from achieving their retirement goals. We’ll show you how to create a plan and capitalize on strategies to potentially lower your tax bracket in retirement. Join us for an informative presentation to learn how you may be able to eliminate the silent partner in your retirement, the IRS, and REDUCE your taxes in retirement. Here's a sneak peek at some of the topics we'll cover:
- Why taxes can be one of your biggest retirement expenses without a proper plan in place.
- Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
- How to lock-in historically low tax rates now, before taxes increase.
- Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
- And more!
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Parker-Douglas Wealth Management and Cambridge are not affiliated.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.
¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
Who Can I Help?
I work with high achievers in their respective fields. This includes both executives and business owners. Realizing that our clients have limited time, it is important that I offer a plan that will save you time, offer peace-of-mind, and help you map your future. Additionally, we offer an objective, one-stop solution for individuals and business owners alike.
Why Work with Me?
Most people lack the time and/or desire to adequately plan for their future. Further, most of our clients do not fit in the traditional mold of working until age 67, drawing full Social Security Benefits, and sitting around the house watching T.V. the rest of their lives. That’s why I focus on “Lifestyle Planning”. That’s looking deeper into what you truly want to accomplish with your finances, and what lifestyle you want to live. From there, we customize a plan striving to afford you the lifestyle you want. Your situation is unique, so why have a cookie-cutter plan?
