How Tax Planning Changes through Four Stages of Retirement
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Taxes in retirement can be potentially reduced by taking advantage of a few simple, yet highly effective strategies.
Join us for our next webinar where we will share powerful new strategies that may reduce the taxes you pay on your retirement income, You’ll walk away armed with information you can use today to potentially pocket thousands of additional dollars over the course of your retirement.
You’ll also learn:
- Understand the official new tax reform rules and their impact on your retirement
- Ways to potentially protect yourself against volatile market conditions
- The changing rules for a retiring generation of baby boomers
- How loss deductions may affect your taxes in retirement
- Common misconceptions about taxes in retirement
- Possible tools and strategies available to retirees to help develop a retirement tax strategy
- A basic overview of the tax rules as they apply today
- Strategies to help protect yourself against the taxation of your Social Security income
- How rising taxes may affect your retirement cash flow
Don’t miss your chance to learn valuable information that could help you save thousands. Seating is limited.
Our original reason for attending the seminar and subsequent consultation was to learn more about how our taxes would be affected by how we withdraw our funds in retirement, but we received additional information regarding retirement investment strategies.
Bob & Patricia
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Featured Speaker:
Ethan Lohr, CFP®
Partner
Partner
Ethan always knew his dream was to follow in his father’s footsteps and carry out his same mission: to help more people find financial peace and security in retirement. Ethan started practicing for his future career quite early, at the age of 6, advising his sisters on their savings with the help of his trusty calculator. But it wasn’t until he graduated from James Madison University that he truly began developing his talent as a financial advisor at Lohr & Company.
Ethan is most fulfilled when he’s helping clients develop a sound plan and then executing that plan. He knows that pre-retirees often have many unanswered questions and may be feeling trepidation about retirement—and rightfully so. Retirement is one of life’s greatest transitions and Ethan knows how important it is to get everything right the first time. He works to ease his clients’ fears, provide them with confidence, and help them take the necessary actions to move forward.
Featured Speaker:
Ethan Lohr, CFP®
Partner
Partner
Ethan always knew his dream was to follow in his father’s footsteps and carry out his same mission: to help more people find financial peace and security in retirement. Ethan started practicing for his future career quite early, at the age of 6, advising his sisters on their savings with the help of his trusty calculator. But it wasn’t until he graduated from James Madison University that he truly began developing his talent as a financial advisor at Lohr & Company.
Ethan is most fulfilled when he’s helping clients develop a sound plan and then executing that plan. He knows that pre-retirees often have many unanswered questions and may be feeling trepidation about retirement—and rightfully so. Retirement is one of life’s greatest transitions and Ethan knows how important it is to get everything right the first time. He works to ease his clients’ fears, provide them with confidence, and help them take the necessary actions to move forward.
