Taxes 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 18 at 6:30 p.m. EST
– Wednesday, February 19 at 12:00 p.m. EST
– Thursday, February 20 at 6:30 p.m. EST
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
Every webinar attendee will receive a complimentary copy of “The New Holistic Retirement.” It’s a leading book on creating tax-efficient retirement income that works for you – not the IRS. Additionally, you’ll receive a complimentary copy of “The Truth About the Financial Industry’s Profit First Agenda,” authored by your presenter Dan Brooks! Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.
Dan entered the U.S. Navy’s Nuclear Power program after high school. Upon discharge, he purchased the family restaurant business, which he operated for seven years. After his father’s death, he discovered that his dad had lost a small fortune due to bad advice from a stockbroker.
Due to this, Dan decided to enter the financial services industry to learn how this could happen and help others avoid it. In 2004, he completed the Certified Financial Planner coursework, and in 2005, he opened a Registered Investment Advisor firm. Dan is also a Certified Financial Educator and Certified Long-Term Care advisor. He owns both a Financial Advisor firm and a Tax Planning firm based in Lake Mary, Florida.
Dan works with a registered investment advisor firm that manages over $1 billion and is one of the fastest-growing investment groups in the nation. Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Legacy Planning, and Generational Wealth.
On a personal level, his proudest accomplishment is raising his daughter as a single father. He enjoys golfing, hiking, traveling, cooking, and discovering new restaurants.
Priscila Cosentino is a licensed Senior E.A.S.E. Planning Advisor with over a decade of experience in financial management across various sectors in Brazil and the USA, including advertising, events, and retail. She excels in integrating wealth coaching and emotional intelligence training to help clients achieve their personal and professional goals.
Pri holds degrees in Business Administration and Accounting, an MBA in Neuroscience, and is completing a Master of Science in Business Administration with a focus on Cognitive Neuroscience. Her expertise in wealth education, self-accountability, and business management provides clients with comprehensive and personalized planning strategies.
Dedicated to continuous learning, fitness, and personal development. Pri has three doggies that are her best companions: Tish, Weiße, and Pkna. She is passionate about traveling, engaging in meaningful conversations about business, art, faith, and exploring diverse cultures. Pri is fluent in English, Portuguese, German, and Spanish.
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¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.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.
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.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.
