California Retirees Can Learn How To Cut Taxes in a Free Seminar by Retirement Income Professionals Karen Malkoff-Hatton and William Hatton
With the countless changes – from income and estate tax law, to investment options, to economic and political turmoil – retiring may be an even more daunting task.
Retired executives, professionals, and business owners are invited to a free, public briefing to discover the biggest obstacles to enjoying retirement and to find out how to reduce income taxes and estate taxes.
The Briefing is presented by
One hundred years ago, the average American died at 51 years old, with retirement being a luxury that not everyone enjoyed. Today, 44 million Americans over age 65 are facing stiff challenges to retire and stay retired.
"Today's retirees are barraged with seemingly conflicting advice as they face complex decisions that may, oftentimes, irrevocably impact their financial future. Part of our mission is to be an educational resource so that retirees can make wise and well-informed decisions," says
This new series of briefings educates and equips retirees against the little-known mistakes and costly missteps that may derail retirement.
The presentation is fast-paced, easy to understand and explores the seven major retiree fears and concerns, the eight little-known money pitfalls and the four keys of retirement, along with real world examples.
The
Besides unnecessary taxes, one of the little-known pitfalls for retirees is running afoul of
During the public briefing, attendees will learn possible ways to:
- Create substantial income tax deductions.
- Avoid double taxation on your "targeted" retirement accounts.
- Legally bypass capital gains taxes on stocks, bonds and real estate.
- Reduce and even eliminate income taxes on your IRA and 401(k).
- Convert unused assets into an income you can't outlive.
- Save taxes using strategies the
IRS andCongress created for you to use.
Every attendee will receive a free action guide to help them avoid the most costly retirement mistakes. Education is the first step in understanding options and gaining control of your retirement.
The briefings are complimentary and are designed to equip retirees with a greater understanding of their options in retirement. Registration is required.
Retirees can register by calling 855-222-1003 or by going online to www.enhancingwealth.net
"I believe that people who have worked hard for their money and saved for retirement deserve to enjoy greater peace of mind and freedom in retirement. That's why we educate retirees about their options. I hope people take advantage of our free Briefings. They are filled with retirement nuggets and tips and attendees have an enjoyable time," says
About Karen Malkoff-Hatton and William Hatton:
Contact:
E-mail: [email protected]
Securities and insurance services offered through
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