Tax Reductions Strategies Workshop: May 15, 2019 @6PM
If you have listen to our show, you would have heard Kevin Loyd repeatedly say "If you do not have a tax plan, you cannot have a financial plan."
Are you tired of paying taxes in retirement? Do you know if you are paying too much?
Find out ways to potentially reduce or eliminate your taxes in retirement. If your financial advisor is not showing you how to reduce or completely
eliminate taxes in retirement, then you are not working with a real financial advisor. We believe every financial plan should first start with a tax plan
long before you invest.
Retirement is one of the only times you can really control your taxes. We believe people in retirement pay more taxes than they should.
I would hate to find out that I paid taxes for many years and later realize there was a way to reduce or eliminate them.
For example: Social Security is a tax free benefit but people pay tax on Social Security because they disqualified themselves from receiving it tax free. What if you could re-qualify yourself to receive it tax free.
This is a complimentary no cost no obligation workshop. The only requirement is that you have saved at least $250,000 and you or your spouse is within 5 years of retirement or already retired.
***Seating is limited***Reserve a spot for everyone attending online or call 314-641-1010***
***This workshop is not for insurance or financial professionals***