Tax Strategies for Retirement
For Rochester & Area Residents.
Managing taxes can mean the difference between a rewarding retirement lifestyle and living on a fixed income.
And the rules have changed.
Register for this free informational webinar to protect your retirement. We’ve helped 100’s of Monroe County residents with their own unique strategies.
Why Every Retiree Needs a Tax Strategy
If you are in (or near) retirement, you need to know how the changing tax environment can affect your retirement income and prematurely deplete your retirement savings.
Understanding and utilizing these new rules may enable you to pay less tax and protect your nest egg.
We'll cover a host of invaluable topics in this presentation:
How do taxes affect you differently in retirement?
• Taxation of social security
• Medicare Surcharges
• The Tax Torpedo
• The Widow's Tax
Common Retirement Tax Myths
• Tax Brackets versus Effective Tax Rates • OVER-funding Your Retirement Accounts • MYTH BUSTING: You Can't Do Anything About Taxes in Retirement (Hint: You Can!)
The BIGGEST Financial Problems Retirees Face
• Solved: Balancing Your Three Tax Buckets
Understanding Taxation in Retirement
• Taxes 101
• Taxes 201 - NEW Taxes in Retirement
• The SECURE Act
• Secure Act 2.0 - NEW Information
Developing Your Own Unique Tax Strategy
• How Strategic Asset Location Can Shift Taxes • Creating Sources of Tax-Free Income • Protecting Social Security From Taxation • The BEST Time to Take Social Security
Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. This presentation has not been endorsed by the Social Security Administration.
Your Expert Local Hosts
Cheyenne and Stephen will walk you through the key elements of the Focused Wealth Advisors approach to Retirement Tax Strategy
Stephen Wershing, CFP
Financial Advisor
Cheyenne Schaller
Webinar Host
No retirement income strategy is complete without a tax management component. Each source of revenue needs to be considered for a tax as well as income perspective.
Stephen Wershing, CFP
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