Retirement Savings, Financial Planning, Wealth Management, Hershey, Camp Hill, Carlisle PA

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22 June
Tax Management Strategies for Retirement

Description

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 strategies to 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.

Featured Speakers:

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.

KCA and ProEquities do not provide tax advice to contact an attorney or CPA.

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.

Date and Time

Tue, Jun 22, 2021

12:00p - 1:00p EST

Location

KCA Wealth Management - Educational Course

Note

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.

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