Wolfgang’s Steakhouse
Aug 13, 2024 | Aug 14, 2024 | Aug 15, 2024
6:30 PM
No Cost Event
Dinner Seminar
119 W Main StSomerville, NJ 08876
This educational seminar on effective tax planning for retirees is hosted by independent licensed fiduciaries, who are legally bound to act in the best interests of their clients. We will cover a wide range of topics that are essential for retirees to understand in order to maximize their income and minimize their taxes during retirement. Attendees will learn about different types of retirement income and the tax implications of each, strategies for maximizing the benefits of tax-advantaged accounts, tax deductions and credits that are available to retirees. The seminar will also cover strategies such as Roth conversions, charitable giving, downsizing and estate planning, as well as strategies for minimizing taxes on estate transfers and avoiding potential estate taxes.
Reserve Future Event Topic
This seminar covers strategies to maximize retirement income and minimize taxes. Tax implications of different retirement income, tax-advantaged accounts, deductions, Roth conversions and estate planning strategies will be discussed.
Maximizing Retirement Income
Minimizing Taxes
Understanding Retirement Income Taxes
Strategies for Tax-advantaged accounts
Estate planning and Tax reduction
In conclusion, this seminar will provide you with valuable information and strategies on how to effectively plan for taxes in retirement and secure your financial future. By understanding the tax implications of different types of retirement income, taking advantage of tax-advantaged accounts, and implementing strategies such as Roth conversions and charitable giving, you can maximize your retirement income and minimize your taxes. We also discussed the importance of estate planning in reducing taxes and ensuring that your assets are passed on to your beneficiaries in the most tax-efficient way.
Not only will you learn how to navigate the complexities of retirement taxation but also you'll be able to ask questions and get personalized advice during the Q&A session with independent licensed fiduciaries. Remember, tax planning is an ongoing process and it's important to keep yourself updated with the latest laws and regulations.
The main focus of this seminar is to provide attendees with information and strategies on how to effectively plan for taxes in retirement, in order to maximize their income and minimize their taxes.
The seminar will be led by independent licensed fiduciaries, who are professionals who are legally bound to act in the best interests of their clients, and are highly knowledgeable and experienced in the field of retirement planning and taxes.
The seminar will cover a wide range of topics, including the tax implications of different types of retirement income, strategies for maximizing the benefits of tax-advantaged accounts, tax deductions and credits, Roth conversions, charitable giving, downsizing and estate planning, and strategies for minimizing taxes on estate transfers and avoiding potential estate taxes.
The seminar will be structured as a presentation, followed by a Q&A session where attendees can ask questions and get personalized advice. Attendees should expect to learn about the latest strategies for navigating the complexities of retirement taxation, and to receive examples and case studies to help them better understand the concepts presented. Will there be a Q&A session and an opportunity for personalized advice? Yes, there will be a Q&A session where attendees can ask questions and get personalized advice from the independent licensed fiduciaries who are leading the seminar.
There are no prerequisites for attending the seminar, however attendees need to be at least approaching or currently in retirement stage. The seminar will be tailored to the specific needs and concerns of those who are approaching or currently in retirement. This allows us to provide attendees with the most relevant information and strategies to help them plan for their financial future. However, it is important to note that attendees should have a willingness to learn and an actionable attitude. Abrahamsen Financial Group is committed to walking with you Every Step of the Way, providing the guidance and expertise to help you achieve your retirement goals.
Yes, financial professionals will be available for one-on-one consultations at a future date. These consultations are exclusive private sessions, which can be scheduled for either an in-person session or virtual Zoom call. During these sessions, attendees will have the opportunity to have a more in-depth and personalized conversation with a financial professional, who is independent fiduciary advisor. Meaning that the advisor is not tied to any particular financial product or service, and is able to provide unbiased, objective and personalized advice based on the individual's needs and goals. They can ask specific questions about their individual retirement planning needs, and receive guidance and advice on how to achieve their retirement goals.
Many couples have attended one of our events, just like the one I'm inviting you to. They had questions and concerns about their existing wealth management strategies, retirement income planning, taxes, RMDs, inflation, and outliving their money. If you share these thoughts, we're open to discussing your financial future with you.
These events are for first-time attendees only. All attendees should be nearing retirement or currently in retirement. Dinner is on us and there is absolutely no cost or obligation. nothing will be sold or offered for purchase at this event.
Schedule a meeting or register to attend one of our events to learn more about any of our financial planning services
(732) 365-3705
Get to know me
