2021 Tax Plan Review

450 N Whittington Pkwy,Louisville KY 40222

09 June, 2021

Description

The proposed Tax Plan could have serious implications for your retirement. Find out how it may impact you in a free educational seminar. Now that the $1.9 trillion COVID relief package has been signed, the President is laying the groundwork for raising taxes on wealthier Americans to pay for it. While most of the impact will be felt by those collectively earning $400,000 per household, there are indirect changes that will impact everyone. Five Key Areas We'll Review Income TaxesCorporate TaxesOverall Retirement PlanHealth InsuranceEstate TaxesJoin Mercurio Wealth Advisors for an in-depth analysis of the 2021 New Tax Plan and how it could impact your retirement. Learn now how you adopt and adapt your planning so it aligns with your long-term retirement goals. Take notes, ask questions and delve into the details that will affect you most. Seminar Instructor & Author Troy Bolton is the President/Senior Wealth Advisor of Mercurio Wealth Advisors and brings over 17 years of experience in the financial industry in a variety of roles in banking, securities, and insurance to the firm. Before joining in 2013 to work beside Alan Mercurio in leadership and service to clients, Troy earned his B.S. in Finance from the University of Louisville, became licensed in life & health insurance, and obtained his Series 65 securities license. One of Troy’s primary focuses is the ongoing education of the community and beyond; empowering existing and future clients with the knowledge they need to be prepared for retirement. As a fiduciary investment advisor, great care is given to the detailed plan unique to the goals of each client, and building those individual partnerships is Troy’s top priority. Note: We will be following all locally mandated COVID-19 guidelines. We will be social distancing and we will also be requiring that attendees wear a mask. We're trying to prioritize the health and safety of our attendees and employees so we thank you for understanding! Mercurio Wealth Advisors is a registered investment adviser, registered to do business in Kentucky and Indiana. Mercurio Wealth Advisors is a financial services firm that offers a broad array of products and services, including insurance and annuities. Insurance is offered through Mercurio Insurance Services. The information here is for educational purposes only, and should not be construed as investment advice, or an offer for sale of securities. All Investments and insurance come with a certain amount of risk. It is recommended that all investors consult with a legal and accounting professional before investing in securities or purchasing insurance products.