Join Steve Aul for
Taxes in Retirement:
The Biden Tax Plan
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED, AND THEY KEEP CHANGING! .
Understand the potential impact current and proposed taxes could have on your retirement income.
We are hosting a single session of our updated class on Taxes in Retirement: The Biden Tax Plan. We have expanded our class to cover what impact proposed changes in tax law could mean for you. Taxes can be one of our largest expenses in retirement, and it is important to be prepared.
Class will last 1 hour 30 minutes. We do not charge a fee for attending, and nothing will be sold during the program.
Wednesday, December 15th
6:00 p.m. - 7:30 p.m.
The Lodge: Des Peres
1050 Des Peres Rd.
Des Peres, MO 63131
Securing your spot is easy.
Simply fill out the form below
What You'll Learn
If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income. It may be possible for you to pay less in taxes on your hard-earned dollars, but you must fully understand the headwinds you face first.
Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. Our classes are designed to provide a purely educational setting where you can gain the knowledge required to make good decisions.
The proposed Biden Administration tax changes and how these could alter your retirement plan.
The changing rules for a retiring generation of baby boomers
Possible tools and strategies available to retirees to help develop a retirement tax strategy
How rising taxes may affect your retirement cash flow
Discuss how the Tax Cuts and Jobs Act of 2017 is impacting your taxation and retirement.
Ways to potentially protect yourself against volatile market conditions
Common misconceptions about taxes in retirement
Strategies to help protect yourself against the taxation of your Social Security income
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Aul Financial Group, LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
Neither the Aul Financial Group, LLC or the presenter (Steven Aul, Mel Brandon or Deanna Orf) is affiliated or endorsed by the Social Security Administration or affiliated with the United States government or any other governmental agency. This content is provided for informational purposes only; pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement.
Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. The information contained within this presentation is based on current Social Security rules and policies as stated on SSA.GOV and is subject to change in the future.
This seminar is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the presenter does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship.