Questions about your retirement in today's new normal? During our time together, we’ll discuss:
Overview of our current, historically low tax environment that is set to expire over the coming years.
Discuss several of the most common tax pitfalls retirees will face in retirement.
Review strategies to recreate your retirement income in the most tax efficient manner possible.
Learn more about the power of Roth IRA conversions and how to gift to charity and actually receive a tax benefit!
Tax smart investing – give less to Uncle Sam and keep more money in your pocket!
Please join us for an educational seminar on these topics and more as Certified Financial Planner™ and Retirement Income Specialist, Nick Defenthaler, CFP®, RICP® shares his knowledge and expertise on these important and timely concepts.
Nick Defenthaler, CFP®, RICP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Nick specializes in tax-efficient retirement income and distribution planning for clients and serves as a trusted source for local and national media publications, including WXYZ, PBS, CNBC, MSN Money, Financial Planning Magazine and OnWallStreet.com.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.