Webinar: Rounding Third & Heading For Home: Taxes and Social Security by Raleigh Wealth Solutions

Raleigh Wealth Solutions

Join us to learn how you can make your retirement a home run!

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Presenter

Brian Raleigh

President & Founder

Brian Raleigh has helped retirees and business owners craft effective income and tax strategies for the past 25 years. His comprehensive approach to planning is designed to help clients retire earlier, and his income strategies help keep clients from worrying about the ups and downs of the market. His knowledge and strategic relationships assist business owners in saving on taxes, keeping more of their hard-earned money in their pockets!

Mikayla Raleigh

Wealth Advisor

Mikayla is passionate about serving Raleigh Wealth Solutions’ select families and business owners, creating tax-efficient plans, and giving hard-working families confidence that their wealth will allow them to live the lifestyle they have worked for. Mikayla has obtained and currently maintains her Series 63, 65, and 7 licenses in good standing and holds her North Carolina life and health insurance licenses. She is also a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP® designation).

About

Understanding, planning, and managing your taxes and Social Security benefits is more vital than ever when you enter retirement. You will be managing your entire nest egg, not collecting paychecks from your job, and will have less time to recover from potential mistakes. In this class, we'll cover important rules, options, and strategies designed to help maximize your Social Security benefits, and minimize- or even eliminate- your tax liabilities on all of your retirement income sources.

Agenda

The SECURE Act and how the government wants to insert itself into your portfolio and legacy
The important differences between Taxable, Tax-Deferred, and Tax-Advantaged Accounts
Minimizing taxes on your IRA/401(k) Required Minimum Distributions and using Roth IRA tax laws to your advantage
How your Social Security and other assets are taxed, and what the upcoming income tax rate changes could mean to your financial future
Social Security rules, regulations, and strategies to consider BEFORE deciding to apply for your benefits