Join Steve Aul for Taxes in Retirement
It’s not how much you’ve made, it’s how much you get to keep.
When you retire, you leave behind many things—the daily grind, commuting, maybe your old home—but one thing you keep is a tax bill. Since each person’s tax situation is unique, and the tax rules can change from year to year, it can be challenging to get accurate and timely information. Taxes in Retirement is designed to provide a purely educational setting where you can gain the knowledge required to make informed decisions for your planning.
Aul Financial Group is hosting Taxes in Retirement on March 7th at Twisted Tree Steakhouse. Seating is very limited at this venue. For this reason, attendees will need to speak with a member of our team to see if you qualify to participate.
Advanced Discussion Topics:
- Taxes in Retirement: What’s Changed? What’s still important? What does this mean to me?
- How can politics affect your pocketbook? The dangers of Legislative Risk
- Are you doing everything you should to take advantage of historically low tax rates?
- Do you need an IRA exit strategy?
- The SECURE act of 2019 removed a great benefit for passing an IRA’s to your heirs. We will cover how this could affect your retirement and estate planning.
- Is a Roth conversion something you should be considering?
- How could having a written plan for your income in retirement help you with Taxes in Retirement?
- Could you qualify for a zero-tax retirement?
- How do Roth Conversions impact taxes on your Social Security? Cost of your Medicare?
Register Today
We are hosting a single session of our updated presentation of Taxes in Retirement on March 7th. Due to very limited seating at this venue, you will have to speak with a member of our team before we can confirm your registration.
You may qualify for this event if you are nearing retirement or recently retired. The strategies we will discuss work best for people with significant concerns about how taxes could affect their income in retirement.
We will have more 'open invite' events in the near future.
Tuesday, March 7th, 6:30 p.m.
Twisted Tree Steakhouse
10701 Watson Rd
St. Louis, MO 63127
Reservation requests are subject to qualification criteria. This event is for fist time attendees only. Fill out the form below, and a member of our team will be in touch. We must speak with you, to ensure qualify to attend. Filling in this form does not guarantee you a seat at this event.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Aul Financial Group, LLC (AFG) are independent of each other. Insurance products and services are not offered through BWA, they are offered through Aul Insurance Group, LLC. (AIG). BWA and AIG are independent of each other.
Aul Financial Group, LLC and the presenters are not affiliated with or endorsed by any collegiate university, college, the Social Security Administration, or any other government agency. Aul Financial Group, LLC is not an accredited educational institution and/or program and is not recognized by any accrediting agencies or state approval agencies. Information provided by Aul Financial Group, LLC is not a Postsecondary Education in any subject matter. The financial educators Steven Aul, Deanna Orf, and Mel Brandon are insurance licensed (Insurance License #s: 8039738, 407004, and 0125141).
The material presented is not intended as legal or tax advice, or as any other type of specific advice, and should not be construed or interpreted as such. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The generalized information we provide regarding tax minimization planning is not intended to and cannot be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. If you choose to work with any of these instructors in a professional setting outside of this class, we will disclose any potential fees to you at that time and will provide you with our Form ADV and Form ADV 2Bs.
This presentation does not take into account your particular investment objectives, financial situation or risk tolerance and may not be suitable for all investors. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
We do not offer tax or legal advice. Opinions expressed are as of the current date and subject to change without notice, and data may be obtained from third party sources we believe are reliable. Aul Financial Group, LLC shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date written, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. This commentary is for informational purposes only and has not been tailored to suit any individual. References to specific securities or investment options should not be considered an offer to purchase or sell that specific investment.