EVENT DETAILS
REGISTER TODAY!This webinar is easy to join and completely secure! Once you register, you'II receive a " Join Link" that you can click to watch the online seminar on any device ( your computer, a tablet, or a phone.)
Focusing on the potential for higher taxes in retirement and steps to mitigate this risk:
- Debunking Lower Taxes in Retirement: Uncover why the assumption that taxes will be lower once you retire may not hold true. We'll discuss how required minimum distributions, social security benefits, and other income streams could potentially increase your tax burden.
- Roth Conversion Strategies: Learn why converting part of your traditional IRA to a Roth IRA could save you money in taxes long-term, despite potentially higher taxes in the short term. This strategy offers tax-free growth and withdrawals, a boon for managing future tax rates.
- Smart Withdrawal Techniques: Discover methods to strategically withdraw from your various retirement accounts (401(k), IRA, Roth IRA) to optimize your tax situation each year, possibly keeping you in a lower tax bracket while fulfilling your financial needs.
- Tax Diversification of Retirement Funds: Gain insights into the importance of diversifying your retirement savings across different types of tax-advantaged accounts to mitigate risks associated with tax law changes and economic shifts, ensuring more stable and predictable tax charges in retirement.
IN ABOUT 30 MINUTES, WE'LL SHARE INFORMATION TO HELP YOU UNDERSTAND OUR NATION'S TAX OUTLOOK AND COVER THE STEPS YOU SHOULD BE CONSIDERING RIGHT NOW TO:
-
4 Key Reasons
Avoid future tax volatility
-
Uncover Why
Diversify your assets from a tax perspective
-
3 Planning Areas
Take advantage of lower tax brackets
-
What to Do
We've all been through a lot lately. While many things may feel completely out of your control right now, your financial future doesn't have to be one of them.
You have more options than you may think.
Let us help you take back control.
We look forward to seeing you there!
Rather speak directly with a financial advisor immediately about your questions and concerns?
Just CLICK HERE to schedule a 15-minute, complimentary phone appointment!
About Your host Cory Chapman
Cory Chapman is the author of two published book and a keynote speaker across various Los Angeles-Based organization, with over 20 years of experience in the financial services industry. He has previously been featured on 94.7, Southern California's radio with 1.3 million weekly listeners, and several financial articles and magazines.
Cory's philosophy," Keep it Simple" preaches that the financial world isn't and doesn't need to be complicated after all. Financial advisors have the responsibility to educate their clients and simplify the financial process in a way they understand their goals and ways to pursue their desired objectives. Clients ought to trust their advisor in navigating their road map to financial success.
Register Now SCHEDULE APPOINTMENTS
888-244-6675 Email : info@efcwealthmanagement.com 5777 W Century Blvd. Suite 985 Los Angeles CA 90045
Disclosure
Cory Chapman is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC, a Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957. EFC Wealth Management Firm, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investments and insurance products to custom suit their needs and objectives.
All site content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of EFC Wealth Management Firm, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
The information contained herein should in no way be construed or interpreted as a solicitation or offer to sell advisory services or insurance products to any residents of any State other than where legally permitted. We are currently registered in the states of California and Texas.
