Discover Advanced Strategies for Mitigating Tax Liabilities
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Next Steps
Step 1 - Make sure to block out the date and time of the webinar on your calendar.
Be sure to log on a few minutes early to make sure you do not miss anything.
Step 2 - Check your email inbox and stay alert for further communications.
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Rick Crosby
RHU
An independent financial advisor focused on educating pre-retirees about retirement tax strategies and income distribution.
The effect the recent tax changes could have on your retirement income strategy.
Possible increasing tax risk in the future and what that means for your retirement.
Potential impact of taxes on retirement income through reduced deductions and higher-than-expected brackets.
Strategies for mitigating tax risk in retirement through tax diversification.
The six fundamental planning considerations and how they apply now and in retirement.
Event Details
Why You Need to Attend This Event
Discover how tax diversification across taxable, tax-deferred, and tax-free accounts can help you manage your tax bill and make the most of your income.
"You aren’t saving taxes today; you are simply delaying your taxes for retirement when tax rates are unknown."
Presented by: Patrick Kelly
Financial Services Veteran
Patrick Kelly will be your host, speaking about tax diversification and retirement. He is a financial services veteran of 30+ years, leading educator of over 100,000 professionals, and a renowned author of 6 financial planning books.
Author of "Tax-Free Retirement"
Frequently Asked Questions
Q
Who is this event for?
Retirees or soon-to-be retirees (approximate age 55 to 70).
Q
What if I'm interested, but can't attend?
Please reach out to me either by the phone number or email address listed.
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Privacy Policy Changes. This Privacy Policy is effective October 9th, 2017. The privacy policy may change at any time without notice.
