Financial Decision Making Seminar in St. Louis Park, MN on 05/17/2022

600 U.S. 169 S,St. Louis Park MN 55426

17 May, 2022

Description

If a significant missing fact was costing you money, taxes, fees, risk and more when would you want to find out? Learn what you CAN control! Learn how to cut your future taxes, potentially increase your income, and improve your retirement now by joining other informed retirees and attending this free educational seminar. Find money falling through the cracks and redirect those dollars to vacations, dining out, grandkids, medical expenses, utility bills, gasoline, charity – whatever you desire. • Learn 3 big misconceptions that your CPA, attorney and financial advisor may be missing that could be costing you thousands per year! Most investors are affected by at least 2. TAXES: If your tax return contains one of these 3 items, you will most likely pay more than your necessary share of taxes. (New tax law changes have nothing to do with all the stealth taxes that could be costing you money!) • Legally reduce or eliminate Social Security taxes, IRA taxation and income taxes. (Also, is your ROTH conversion strategy tax efficient?) • How wealthy high-income investors could shelter income and assets from higher tax rates and risk going forward. (Also, minimize capital gains taxes on the sale of highly appreciated assets!) INVESTMENTS: The misconceptions surrounding the choice between buy and hold versus timing the market, how to identify undisclosed fees, costs, and risk, and 2 important questions you should ask right now if you own bonds. ESTATE PLANNING: 3 important things your trust or will does not cover that could cost you and your heirs dearly. • If you plan to leave your IRA or 401k to kids or grandkids, they can’t stretch anymore, potentially increasing tax obligation. (Also learn how the wealthy avoid income tax and estate taxes when transferring assets.) . . . 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑃𝑙𝑎𝑛𝑛𝑖𝑛𝑔 𝑎𝑛𝑑 𝐼𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡 𝐴𝑑𝑣𝑖𝑠𝑜𝑟𝑦 𝑆𝑒𝑟𝑣𝑖𝑐𝑒𝑠 𝑜𝑓𝑓𝑒𝑟𝑒𝑑 𝑡ℎ𝑟𝑜𝑢𝑔ℎ 𝐺𝑎𝑟𝑑𝑛𝑒𝑟 𝐴𝑑𝑣𝑖𝑠𝑜𝑟𝑠, 𝐼𝑛𝑐., 𝑎𝑛 𝑆𝐸𝐶 𝑅𝑒𝑔𝑖𝑠𝑡𝑒𝑟𝑒𝑑 𝐼𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡 𝐴𝑑𝑣𝑖𝑠𝑜𝑟 𝑖𝑛 𝑡ℎ𝑒 𝑆𝑡𝑎𝑡𝑒 𝑜𝑓 𝑀𝑖𝑛𝑛𝑒𝑠𝑜𝑡𝑎.