800-516-5861
TAX-FREE RETIREMENT
Proven Tax Strategies to Minimize Taxes, Maximize Your Income, and Hold Onto More of Your Hard-Earned Assets in Retirement
Spring Mill Country Club
July 18th or July 26th, 6:00 PM
At Our Workshop, We Will Be Discussing:
Powerful strategies to defuse your IRA's ticking tax time bomb and significantly reduce taxes on your retirement accounts.
How to protect your IRA from becoming a tax target for future tax rate hikes and strategies to disinherit Uncle Sam.
How to reduce your tax bill and eliminate unnecessary taxes on your IRA and other retirement accounts.
How to reduce the tax impact of required minimum distributions on your IRA and other qualified retirement accounts.
Strategies to help minimize the amount of taxes you owe on your Social Security benefits.
The benefits of converting your IRA to a Roth IRA with minimal taxes for tax-free income in retirement.
How to get more income from your IRA with the right tax planning strategies.
How to use exemptions, exclusions, deductions, and credits to help reduce your tax bill.
Discover how to protect your IRA from down markets, future tax increases, and runaway inflation.
In retirement, it's important to utilize tax strategies that can help you minimize taxes and maximize your retirement income.
With proper planning and education, you can potentially hold onto more of your hard-earned assets and enjoy a more comfortable retirement. Taxes are an inevitable part of life, but they don't have to be a major drain on your retirement savings.
By staying informed about the latest tax law changes and planning strategies you can make strategic decisions about your retirement income and investments that can potentially reduce your tax liability - significantly. This educational event is designed to provide you with valuable information and resources to help you make informed decisions about your tax and income planning in retirement.
If you are tired of giving over your hard-earned IRA to taxes, then you are not alone. By attending our upcoming taxes and retirement planning seminar, you will learn valuable tax planning strategies to reduce taxes on your IRA and other retirement accounts, protect your retirement from potential tax liabilities, and keep more of what you have worked hard to accumulate.
Don't wait any longer to take control of your retirement tax planning – sign up for our seminar today and start maximizing your retirement income!
Your Presenter
Jeff Walker, CRC®
Financial Planner
Jeff began his career in 2000 with American Express Financial Advisors. He has an extensive background and knowledge base in financial planning, insurance, and wealth management.
He served as the chief investment and chief compliance officer for a registered investment advisory firm and mentored dozens of independent financial advisors to help them educate their clients on the unique challenges that retirement presents.
Jeff has many roles at Thrive, but his main focus is and always will be helping clients create a successful, comprehensive tax-efficient retirement income plan.
He lives in Bucks County and enjoys spending time with his wife, Aimee, and his children, Gavin and Rhyan.
Location Information
Venue: Spring Mill Country Club
Address: 80 Jacksonville Rd, Ivyland, PA 18974
Date: July 18th or July 26th
Time: 6:00 PM
Who Should Attend?
You want time-tested, step-by-step strategies and don't want to do it alone.
You want to ensure you’re doing all you can to minimize taxes and maximize your income in retirement.
You’re looking for a solution to RMDs and aren’t sure what to do with the income.
You’re concerned about running out of money in retirement.
You want to protect your retirement income and assets from future healthcare expenses.
You just want to see what’s changed with the tax laws and make sure your planning is up to date, then this event is for you!
Frequently Asked Questions
Who Else Is It For?
If you have questions about retirement tax planning and find it really, really challenging to navigate on your own, this is for you.
This Event Is Also for You If...
You want time-tested, step-by-step strategies and don't want to do it alone
You want to ensure you’re doing all you can to minimize taxes and maximize your income in retirement
You’re looking for a solution to RMDs and aren’t sure what to do with the income
You’re concerned about running out of money in retirement
You want to protect your retirement income and assets from future healthcare expenses.
You just want to see what’s changed with the tax laws and make sure your planning is up to date, then this event is for you!