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THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income.

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

Our webinar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. The concepts discussed in this course are most suitable for those with investable assets of $500k or more.

Using the information you’ll learn during our webinar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.
  • The SECURE Act and the impact that its passing could have on your retirement savings.
  • Understand the official new tax reform rules and their impact on your retirement.
  • Ways to potentially protect yourself against volatile market conditions.
  • Strategies to help protect yourself against the taxation of your Social Security income.
  • How rising taxes may affect your retirement cash flow.
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Daniel Kerr
CEO, Heritage Financial Planning
Daniel is a Co-Founder the CEO of Heritage Financial Planning, LLC and has over 20 years of financial experience. He is a licensed Investment Advisor Representative offering Advisory Services through AlphaStar Capital Management, LLC, a SEC Registered Investment Advisor. He is also a licensed Insurance Broker. As an Investment Advisor Representative, Daniel is committed to a Fiduciary responsibility with his clients. He is also a member of the National Ethics Bureau.

Daniel has a very strong heart and passion for ministry and helping others. In his spare time he can be found doing a little fishing, golfing, and has recently taken up bow shooting. Daniel resides in the North Manchester area with his wife Cathi. They have 2 children and 7 grandchildren. He has built his practice based on the principles of honesty, integrity and a commitment to client satisfaction.