Taxes are the single largest expense retirees will face in retirement.
Join us for a special event...
Taxes in Retirement.
AN EDUCATIONAL WORKSHOP TO HELP YOU MINIMIZE TAXES AND MAXIMIZE YOUR INCOME
Learn Proven Strategies to Protect Your Wealth, Keep More of What's Yours, and Ensure Your Income Lasts Throughout Retirement
Tuesday, Nov 4th or 11th from 6:30 to 8:00 PM
what you'll learn at this event...
Powerful Planning Strategies to Help You Minimize Taxes in Retirement - Giving You More Income to Fund Your Lifestyle, WITHOUT Draining Your Assets.
IRAs, Roths, 401ks, Annuities, Brokerage Accounts… How Various Investment Accounts Are Taxed, and Which to Draw From FIRST to Minimize Your Tax Bill.
Why Nearly 40% of Retirees Underestimate How Much They Will Owe in Taxes in Retirement & How to Plan For These Taxes to Ensure You Don’t Run Out of Money.
Healthcare Expense DeductionsHow to Utilize These Deductions to Help Offset the Burden of Rising Healthcare Costs.
Why So Many Retirees Are Converting Their IRAs to Roth's, and Why You Should - (or Shouldn’t).
Required Minimum Distributions... How They Work and How to Avoid the 50% IRS Penalty That Catches Retirees By Surprise.
How, When, and Why Your Social Security Benefits May be Taxed, and How to Avoid Paying Taxes on Up to 85% of Your Benefits.
The Pros and Cons of Tax Deferred and Tax Free Investments... When and How to Use These Vehicles to Maximize Your Tax Free Income in Retirement
what you'll learn at this event...
The Critical Differences Between Wills and Trusts, and the 2 Questions You Need to Answer to Determine Which is Right For You.
What You Can Do NOW to Avoid Family Conflicts After You’re Gone, and Save Your Beneficiaries the Expense and Stress of Probate... (And Why a Will isn’t enough).
Why So Many Retirees are Converting their IRAs to Roth’s, and How to Know if You Should... (or Shouldn’t).
The Special Clause You Need in Your Trust to Protect Your Beneficiaries From Making Poor Financial Decisions With Their Inheritance.
The Truth About Estate Taxes - How to Disinherit Uncle Sam, Leaving More of Your Income and Assets to the People, Charities and Causes You Care Most About.
The Special Needs Trust: How to Provide For Vulnerable Beneficiaries and Protect Their Government Assistance After You’re Gone.
The Single Most Important Document You Need Should You Ever Become Incapacitated or Unable to Make Decisions For Yourself.
How to Get the Comprehensive Estate Plan You Want, WITHOUT Spending Tens of Thousands of Dollars on Expensive Attorneys.
Join us for aPpetizers and
an amazing Event
Randall Oaks Golf Club & Banquets
4101 Binnie Rd, West Dundee, IL 60118, USA
About Your Presenter...
David is a REGISTERED FINANCIAL CONSULTANT™ professional (RFC™), IRS credentialed Enrolled Agent, Investment Adviser Fiduciary, Certified Estate Planner, Certified 401(k) Professional™ (C[k]P™), Bucket Plan Certified and a member of the Society of Senior Advisors. He entered the financial services industry in 1980 and now holds all insurance licenses issued in Illinois as well as Series 6, 7, 63, and 66 securities licenses.
David focuses on fitting various investment and insurance products and management strategies uniquely to each clients specific needs. David enjoys getting involved inside the technical aspects of investments, insurance, taxation and estate planning matters.
Check the background of your financial professional on FINRA’s website: BrokerCheck
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside parties to provide information on a topic that may be of interest. These outside parties are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Assured Concepts Group Ltd. is neither a broker-dealer nor an investment adviser. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinvest.com, member FINRA / SIPC , www.finra.org, www.sipc.com. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Purshe Kaplan Sterling Investments is a full service brokerage firm, operated primarily through independent registered representatives. Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education.
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