Taxes DeclassifiedDo you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for an informative workshop to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
This event is not sponsored or affiliated with the Midlands Technical College – Harbison Campus.
Event Details
Midlands Technical College – Harbison Campus
7300 College St., Irmo, SC 29063
Event Options:
– Tuesday, February 21 at 6:30 p.m.
– Thursday, February 23 at 6:30 p.m.
Join us for a special presentation at Midlands Technical College – Harbison Campus while we discuss the following important topics for those in or nearing retirement:
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
Doug is all about proving his dedication and walking alongside as you make some of the most important decisions of your life – how to structure your life savings at retirement in a way they last.
Doug just completed 33 years in his chosen profession. His passion for financial planning began in 1989 at American Republic Insurance, where he was recognized as one of the top agents, and later as one of the top five managers in the nation, ultimately becoming a Vice President with the company. In 2001 he decided to branch off and form his own firm. Today he is the CEO and managing partner of Retiring Sharp.
Every day, he searches out new ways to better serve his clients. Surrounding himself with a team that shares the same values and vision, Retiring Sharp continues to grow and make a real difference in the community. The Columbia International University School of Business conducts retirement seminars in which Doug is one of the featured speakers.
He majored in Journalism at the University of South Carolina and is an accredited journalist, having published newspaper, magazine and online articles. Doug has served as a featured guest on talk radio shows across the country.
Outside of work, Doug served two terms as the President of the Midlands chapter of NAIFA – the National Association of Insurance and Financial Advisors. Doug currently serves as Chairman of the Board of the non-profit Tri-County Veterans Support Network. TCVSN serves as a liaison to provide comprehensive support services for our veterans.
Doug and Jan enjoy spending time with their son and his wife and beautiful grandchildren.
© 2023 Taxes Declassified | Privacy Policy
¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
² https://www.ssa.gov/cola/
³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
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 or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.