Taxes in Retirement: Tips and Strategies to Lower your Taxes Now AND in the Future

Questions about Your Retirement in Today's New Normal?

• Understand the official new tax reform rules and their impact on the taxes and Medicare premiums you’ll pay in retirement.
• Discover the key highlights of the SECURE Act and inherited IRA overhaul.
• Learn about the window of opportunity IRA & 401K owners have to leverage historically low tax rates before they expire in 2026!
• Discover ways to re-create your retirement income paycheck in the most tax-efficient manner possible.
• Ways to potentially protect yourself against volatile market conditions and hedge against inflation.
  
  

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 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.

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.