UPCOMING WORKSHOPS:
Retirement should be a time to enjoy the rewards of your hard work—
not a time to worry about unexpected tax burdens.
That’s why a tax-smart retirement strategy is essential. With the right
planning, you can minimize taxes and keep more of your savings working for you. If you are a retiree or soon to be retired, this is one workshop you don’t want to miss.
In this workshop, you’ll uncover:
• How to reduce taxes on retirement withdrawals
• Smart ways to leverage tax-free investment options
• Strategies to manage RMDs and avoid costly penalties
• Proven methods to minimize estate taxes and maximize your legacy
• The power of Roth conversions for creating tax-free income
• How to avoid Medicare premium surcharges with tax-smart planning
THURSDAY, JULY 17TH @ 6PM: AUSTIN'S STEAKHOUSE IN METAIRIE
THURSDAY, JULY 31ST @ 6PM: RALPH'S ON THE PARK
RSVP IS REQUIRED FOR THESE EVENTS
Coaching & Catering:
We know that having a more casual meeting can offer great benefits and perks for our clients and their friends. This setting offers like-minded individuals to feel more comfortable asking the questions they want and have a more natural conversation.
