HOW TO HELP PROTECT YOURSELF FROM A POTENTIAL TAX STORM
Historically speaking, we are in a period of relatively low taxes, but given the recent $1.9 trillion stimulus package and Biden's proposed infrastructure plan, taxes are likely to go up.
In this webinar, we will cover:
* Where are we right now, and how did we get here?
* Where could we go from here? Could your taxes be on the way up?
* What can you do to help protect yourself and minimize the tax bite?
* Various strategies to minimize and defer taxes in retirement.
* Steps you must take to determine which strategy is best for you and your family.
You should attend this webinar if:
* More than 40% of your investment portfolio is in qualified retirement plans such at 401ks, 403bs, TSP, Simple Plan, SEP or Traditional IRAs.
* Your estimated Required Minimum Distributions account for more than 30% of your retirement income needs.
* You want to pass more of your estate to your heirs and minimize their tax bill.
* You simply want to learn how to defer and reduce paying more taxes in the future.
You have more options than you may think. Let us help you take back control.
If you rather speak directly with the presenter about your questions and concerns? Schedule a 30-minute, complimentary zoom meeting by clicking https://calendly.com/jimmusgrave/30min-call.
financial industry, specializes in retirement planning, money management,
insurance and 401(k) plans. As an investment advisor representative with
Research Financial Strategies, an independent Registered Investment Advisor,
Jim makes recommendations in the best interest of his clients and does not
receive any financial incentives to sell any particular investment or insurance
product.
He is passionate about financial education and is the Baltimore/Washington
corridor chapter president of the Society for Financial Awareness (SOFA),
whose mission is to eliminate financial illiteracy one community at a time.
Over the years, individuals, families, state and federal employees and
business owners have benefited from his experience and have applied
valuable information that they learned at his financial workshops. Jim applies
his comprehensive and tactical approach to retirement and investment
planning when providing advice and guidance on:
• Investment strategies that provide growth, income, safety, liquidity and
tax advantages in both the accumulation and distribution phase
• Optimizing social security benefits
• Protecting and preserving hard-earned assets
• Ensuring financial independence throughout retirement
• Tax reduction strategies
A graduate of the University of Alabama, Jim also earned his Chartered
Retirement Planning Counselor ® designation, which denotes expertise in
retirement planning, asset management, investment strategies, taxes, estate
planning, retirement plan distributions, planning for incapacity, disability
and long-term care, employer-sponsored plans, and deferred compensation.
In addition to helping his clients meet their financial goals, Jim and his wife
Lara enjoy high performance driving with the Porsche Club of America,
outdoor activities, gardening, skiing and swing dancing.
Professional Credentials:
• Chartered Retirement Planning Counselor®
• Securities, Life and Health Licensed in MD, DC, VA, PA, AL, FL, NC, NV & WA
• Speaker on Social Security, Investment and Retirement Topics
• B.A., University of Alabama
Community Involvement:
• Baltimore/Washington corridor chapter president of The Society For
Financial Awareness
• Supporter of A Wider Circle
• Supporter of Shepherd’s Table
• Supporter of The Chesapeake Bay Foundation
