Tax Free Retirement & RMD Planning Educational Dinner in Metairie, LA

4411 Chastant Street,Metairie LA 70006

12 January, 2022

Description

Join us for an informative and engaging retirement workshop complete with Complimentary Dinner. This event will provide you with much needed information to help you understand and make informed decisions about retirement taxation, income sources, RMD planning and more. If you are retiring or already retired, this seminar is critical for you. What You Will Learn:Why taxes may be one of your biggest expenses in retirement and why now is the time to address them.The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.How required minimum distributions may increase your tax liability.The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed.How might rising taxes impact your cash flow throughout your retirement years?Learn about strategies that may allow you to protect your retirement assets against volatile market conditions.What is the SECURE Act of 2020 and how could it effect your retirement?The Tax Cuts and Jobs Act - how it may affect you and your retirement.Are you in the high risk health group? Can't make these dinner times? That's okay! We are here for you. Click the following link to schedule an appointment to learn more about this vital retirement information. Click Here to Schedule An Appointment Who Should Attend?Those concerned about our financial markets and future tax liabilities.Baby Boomers looking for guidance based on recent academic research.Individuals and couples between the ages of 56 and 73.Investors looking for new perspectives or ideas.Why Now?It’s a good idea to address taxes while they are at historically low rates.Global market instability and record national debt necessitates action.Recent research indicates a different approach to retirement planning could be beneficial.You only get one shot at retirement. Make it count. Lawrence Olivier is a well-known financial educator in South Louisiana. He is an independent estate planner. Lawrence coordinates a TEAM approach to planning and utilizes advisors, attorneys, and CPA firms to help create plans as needed. Lawrence has advised over 1,500 retirees and pre-retirees including employees of Exxon, Chevron, Bellsouth, IBM, Shell Corp., NASA and both federal and state employees and educators. He has assisted with financial matters for over 20 years. Lawrence is a Certified Estate Planning Professional and a Certified Estate Planner completing an 8-part study module and continuing education on ethics, financial matters, and estate planning issues.