Taxes DeclassifiedTaxes DeclassifiedIt’s easier to save $10,000 in taxes in retirement than it is to generate $10,000 more in retirement income. Have you addressed your tax strategy for retirement or will the IRS get more than their fair share?
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– Tuesday, February 4 at 7:00 p.m. PST
– Thursday, February 6 at 7:00 p.m. PST
– Saturday, February 8 at 10:00 a.m. PST
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
Joe Mignogna began his career in Philadelphia, Pennsylvania and has over 35 years of experience in the financial services industry. With multiple professional licenses, Joe’s practice is based on longstanding working relationships with his clients as well as CPAs, attorneys and other financial professionals. He serves as Senior Vice President of Advanced Planning for America’s Tax Solutions and provides guidance on the tax code with respect to helping clients mitigate or potentially eliminate taxes during their retirement years. Joe specializes in little known retirement tax strategies and wealth preservation planning.
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¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.cnbc.com/2021/08/08/these-legislative-proposals-that-may-affect-your-wallet.html
*https://www.cnn.com/2020/03/25/politics/stimulus-package-details-coronavirus/index.html
**Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA, the entire converted taxable amount is reportable as income in the year of conversion.
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The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
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