Plan Well, Retire Well

If you have accumulated $500,000 or more for retirement, the tax and estate planning decisions you make in the coming years may significantly influence your income and legacy. Rising taxes and shifting legislation could quietly erode what you’ve built. Join us for a private educational dinner where we will discuss strategies designed to help address these concerns in a practical, informative setting. Seating is intentionally limited to help ensure a focused discussion. 

TAX PLANNING

• Why rising taxes may be the most significant risk in your retirement. 
• Will you have “Excess Income” in 2026 or after age 73? 
• Ways to potentially lessen your future tax burden of Required Minimum Distributions (73) now. 
• Ways to potentially create TAX-FREE income in retirement from your current IRA, 401(k), or 403(b). 
• Ways the Big Beautiful Bill may impact your retirement. 

ESTATE PLANNING

• Common Estate Planning mistakes you should avoid. 
• The effect of the SECURE Act on your heirs. 
• Estate Planning myths you should not believe. 
• When do you need a Trust? 
• How to navigate the estate planning minefield successfully. 
• Tax implications of transferring wealth to future generations. 
• Techniques to protect assets during your lifetime to help ensure they pass efficiently to your intended beneficiaries.