Critical Tax Planning Strategies for Retirement
The Advantages of Investment Management and Financial Planning Unified
Event Overview
Join us for a knowledge experience like no other, for local residents ages 55+ and over who are retired or nearing retirement and desire to enjoy retirement with confidence.
This reservation-required, limited-seating event is absolutely free.
Well-known local retirement income specialists and financial fiduciaries from RPC Advisory Group will illustrate cutting-edge, time-tested techniques and strategies to help you efficiently maximize the spendable money in your pocket with less risk and taxes.
*This event is specially designed for individuals or families with $250,000 of investable assets.
At Our Masterclass, We Will Be Discussing
- NA basic overview of the tax rules as they apply today.
- N How to take money out of your IRA tax-free through little-known strategies.
- N Understanding tax credits & deductions.
- N Ways to potentially protect yourself against volatile market conditions.
- NHow you and your family can reduce your taxes through the new tax laws.
- NHow to stretch out your IRA for 50, 60 or even 70 years!
- NAnswers to the questions: Do I have enough? Will my money last the rest of my life?
- NLearn asset allocation strategies for RMD's.
- NPotential tax-savings strategies to use when changing residency.
January 23rd, 2025
Dinner Seminar
University of Miami | 6:30 PM
TBA
TBA
TBA
Frequently Asked Questions
What happens to my information once I register?
Your privacy is important to us! Your information is securely shared only with the presenter of the masterclass. We will never sell your information.
Who are the presenters of the masterclass?
Our presenters are different fiduciaries from RPC Advisory Group. RPC’s mission is to provide continued financial education in the communities that we serve. That is why all of our events are always free to attend with zero obligation.
You can learn more about RPC Advisory Group here: https://rpcadvisorgroup.com/about-us/
Who Should Attend This Workshop?
If you are between the ages of 40 and 75 and or nearing retirement or are currently retired, with at least $250,000 of investable assets (not including real estate). If…
-You want to ensure you’re doing all you can to minimize taxes and maximize your income in retirement.
-You’re looking for a solution to RMDs and aren’t sure what to do with the income.
-You’re concerned about running out of money in retirement.
-You want to protect your retirement income and assets from future healthcare expenses.
-You just want to see what’s changed with the tax laws and make sure your planning is up to date, then this event is for you!
-You want time-tested, step-by-step strategies and don’t want to do it alone.
…then this workshop is for you.
How long is the class?
Our events typically last 1 hour and a half. Our first 50 minutes are spent on our presentation, while the last 40 minutes are focused on meals and questions from the audience.