CA | Taxes & Retirement Webinar | January 2025 | ARE-17891

Important Taxes & Retirement Webinar for CA Baby Boomers

Retirement Taxes Declassified Webinar

Eliminate the Silent Partner in Your Retirement, the IRS, & Gain Control of Your Taxes In Retirement

It’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?

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for webinar confirmation purposes.

Webinar Dates & Times

– Tuesday, January 7 at 7:00 p.m. PST

– Thursday, January 9 at 7:00 p.m. PST

– Saturday, January 11 at 10:00 a.m. PST

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

During this Virtual, Information-Packed Event, You Can Discover:

The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.
Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
How to lock-in historically low tax rates now, before taxes increase.
Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
And MUCH more!

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

FEATURED PRESENTER:

Joseph Mignogna

Founder | CA License #0626863

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.

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.

CA License #0626863 | Standard and First offers insurance products and services. Licensed Insurance Professional.

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.