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Taxes and Your Retirement

This comprehensive course addresses the biggest concerns, challenges and questions faced by most Americans when planning their retirement strategy. Josh will cover the essentials of a sound retirement plan and how to protect your assets from Uncle Sam and keep more of your retirement income on Tuesday, December 2nd at 6PM EST.

The class will take place at:

Fort Wayne Manchester, Room 153

10627 Diebold Rd, Fort Wayne, IN 46845

What you need to know NOW to avoid paying too much LATER!

Who doesn’t want to minimize their tax liability?

Prudent planning and management of your taxes in retirement can seem like a complex and overwhelming task. In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward.

We will discuss these important topics and more: 

  • Tax Planner vs. Tax Preparer – Tax preparers look back, tax planners look forward. 

  • How much of your Social Security is taxable?

  • What are the advantages of a Roth Conversion?

  • The benefits of “Tax Smart” Asset Allocation.

  • How to protect yourself from a potential “Tax Storm”.

  • What is tax diversification?

  • Discover the biggest threat to your retirement and what you can do about it.

  • Discover why all retirement accounts are an IOU to the IRS.

  • Ways to mitigate and eliminate taxes on your retirement accounts.

  • Are you prepared for all “4 seasons of taxation” in retirement?

  • When will the sale on taxes end and how can you take advantage of the sale now?

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION!

Register for class here

Presented by:

Earlier Event: November 24
Thanksgiving Pie Pick Up
Later Event: December 4
Taxes and Your Retirement

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.