TAXES AND YOUR RETIREMENT

What you need to know NOW to avoid paying too much!

In this class we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward.

We will discuss these important topics and more:

• Tax Planner vs. Tax Preparer
• Forward thinking tax planning and tax mitigation strategies
• How much of your Social Security it taxable?  How to avoid IRMAA
• What are the advantages of a Roth Conversion?
• When is the ‘best’ time to do a conversion?
• How much should you convert?
• The benefits of “Tax Smart” Asset Allocation.
• What is tax diversification?
• Discover why all retirement accounts are an IOU to the IRS.
• Ways to mitigate and eliminate taxes on your retirement accounts.
• Are you prepared for all “4 seasons of taxation” in retirement?
• Charitable Giving, QCDs, Donor Advised Funds – The what, when and why
• Tax Efficient Estate Planning

PRESENTER

Michael Neuenschwander, CPA, CFP®

As an educator at heart, the seminar presenter, Michael Neuenschwander, loves to help others understand complex financial topics. Grounded in the principles of his training as a CPA and CFP® you’ll learn wealth management solutions for protecting and preserving your wealth while minimizing tax exposure.

A native Houstonian, Michael, received a bachelor’s degree in accounting and a Master’s degree in Finance from Texas A&M University. He is a published author, radio talk show host, and appears frequently on Click2houston, ABC 13 News and Houston’s Fox26 News.

Married for more than two decades to his high-school sweetheart, Rachel, Michael says his proudest accomplishment are their children Ella and Hudson.

Register Today at info@outlookwealth.com