How to Reduce or Eliminate Taxes on your Retirement Income

10627 Techwood Circle,Blue Ash OH 45242

16 August, 2022

Description

Join us for this Exclusive Educational Event at The Gatherings of Blue Ash! Small Appetizers and Beverages will be provided. Check in is at 530pm EST. We will begin at 6pm EST.Topics We Will Cover: Tax Planning: Discover strategies to help reduce your taxes by setting tax-efficient income funnels Social Security: Did you know that 85% of your Social Security benefits can be taxable? We will show you how to increase your cash flow with effective filing strategies RMD's: Retirement accounts have rules that, if broken, can carry stiff penalties and consequences. We'll explain how to avoid them in detail Tax Legislation: Learn how to use the SECURE Act and CARES Act to your advantage About the Presenter: Michael Messmer is the Founder and Lead Financial Advisor of Capital Preservation Group, LLC. He opened his business in 2019 at the age of 29 because he believed he could develop a more genuine connection and level of appreciation for his clients than had he remained an employee under someone else’s vision. He founded Capital Preservation Group on the principles of respect, integrity, and honesty.