Taxes DeclassifiedTaxes DeclassifiedIt may be 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, July 8 at 7:00 p.m. PDT
– Thursday, July 10 at 7:00 p.m. PDT
– Saturday, July 12 at 10:00 a.m. PDT
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
With over 35 years of experience in the financial sector, Joe Mignogna has encountered a large number of retirement situations, each presenting unique challenges. Throughout his career, Joe has become aware of the risks associated with market volatility and taxation and how these factors can be damaging to an individual’s savings.
“Avoiding potential pitfalls is not just about strategies,” Joe emphasizes. “It’s first and foremost about helping clients understand effective options within the tax code while helping them keep more of their assets.” He believes in helping clients have more than enough for their financial needs and, when desired, to provide a legacy they might wish to leave for their children and grandchildren.
Joe’s belief is that client relationships must be built on dedication. Dedication shows commitment to long-term, compassionate relationships that help clients understand the goals, concerns, and emotions that they have about their retirement assets and income.
With clients in multiple states nationwide, his guiding principle is straightforward: treat others as you would like to be treated.
In a constantly evolving financial and retirement income landscape, Joe is dedicated to staying informed. He keeps current with the latest IRS regulations and financial guidelines, helping to ensure that his clients receive well-informed guidance.
Standard & First is proud to be affiliated with Taxes Declassified. This partnership allows us to offer you enhanced services by leveraging its resources and industry expertise to help ensure clients are guided toward financial well-being with confidence and precision.
Holding a BA in psychology with a minor in debate, Joe uses his background and decades of helping people to facilitate meaningful discussions that uncover each client’s unique needs. When he’s not busy developing strategies for the future, he enjoys spending time with his family.
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**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.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
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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