Retirement is a destination many aspire to achieve, but oftentimes those who save and invest for their golden years fail to realize their nest egg hasn’t yet paid Uncle Sam. (And he isn’t even your real uncle!) Taxes can quickly eat away at your nest egg, putting you at risk of running out of money in retirement.
Join us as guest presenter David Kennerly, CPA, alongside KCA advisors Brian Kennedy and Vince Catalano, to discuss taxes, retirement, and important estate and trust planning strategiesto consider keeping more of your life savings by paying less in taxes.
Highlights of this presentation include:
Tax consequences on IRAs
The difference between Traditional vs. Roth
Why you will pay MORE taxes when you retire, and what you can do about it
The four retirement surprises that can have a dramatic impact on your life savings
Income, Capital Gains, and Estate Taxes --Your Federal and State tax requirements
Register now and join us for this important conversation, especially during a time of increasing tax rates.
Brian C. Kennedy, AIF®, AEP®, ChFC®, CRPC®, CMFC®, CLTC®, LUTCF® Wealth Planning Advisor
With over 28 years of financial, business, investment, estate, and insurance planning experience, Brian Kennedy delivers the high-caliber level of commitment and experience necessary to create financial planning strategies and translate them into actionable steps towards a successful outcome. He values relationships and believes that a successful engagement can only be realized through a shared vision, goals, and understanding of your core values.
Vincent J. Catalano, AIF®, CRPC®, CLTC® Wealth Planning Advisor
Vince learned about the economy and business from a very young age. He also learned the value of taking great care of his clients. As a Financial Planner and Advisor with over 16 years of experience, he brings a deep understanding of their needs and the skills to help them overcome life's greatest financial risks.
KCA and ProEquities do not provide tax advice to contact an attorney or CPA.
Date and Time
Tue, Jun 22, 2021
6:30p - 7:30pEST
KCA Wealth Management - Educational Course
We will provide the webinar sign-in information to you prior to the event. Please feel free to invite any friends, family, or co-workers.
Details For Attendees
Thank you for registering. We will send you a link to join the webinar. Please feel free to invite any friends, family, or co-workers.