Complimentary Live Webinar

 

How to be Tax Smart in Retirement

Taxes play a huge role in the longevity of your portfolio in retirement. If you or your advisor aren’t addressing tax-driven strategies, you’re leaving your portfolio very vulnerable. We can’t predict taxes in retirement, but we can work to limit your tax exposure.

In this event, we’ll examine…

  • New Strategies to dramatically cut your retirement income taxes.
  • Tax-efficient ways to withdraw your retirement income.
  • Tax Implications of IRAs, Roth IRAs, 401Ks, pensions and Social Security.
  • The Four Buckets Approach to tax planning.
  • How the recent tax changes affect you. Join us to learn more.






    Yes

    Ideal attendees. Those 5-10 years from retirement with at least $250k in assets (individuals) and $500k in assets (couples).

    No fee to attend. Our online webinars are complimentary.

    Educational only. Absolutely nothing will be sold.

    Class materials & assessment. Materials provided after the webinar and a personalized Retirement Portfolio Audit.

    Always question conventional wisdom…you might just discover something better.

    Our Workshops & Classes Combine
    4 Empowering Elements
    to Help You Get Your Retirement Right …

    1

    Smart Research-Backed Insight (vs. a sales pitch)

    We strive to dispel retirement myths and misinformation rampant in the financial industry. We’re “retirement truth seekers” sharing information and strategies based on proven, data-backed theories and academic research. We believe knowledge is power and we’re 100% committed to educating you vs. selling you a product.

    2

    Balanced Guidance from Smart Professionals

    Our instructors are not only retirement subject matter experts (who have been teaching people like you all about retirement for many years), but also “hybrid” retirement advisors. This means they are experienced in retirement planning that incorporates investments, insurance and taxes. Retirement guidance should strike a balance between the extreme worlds of investments, insurance and taxes.

    3

    Complimentary Access to Smart Software

    All attendees have access to our smart and powerful, personalized retirement readiness software. It assesses and fills your gaps in retirement knowledge and preparedness, while making sure you follow through with creating and implementing your plan.

    4

    Take Action vs. Just Thinking About It

    Take advantage of an actionable Am I Ready? for Retirement Audit offered by your instructor following the masterclass. Uncover opportunities to improve your retirement outcome much possible. It’s free and comes with no strings attached.

    We look forward to teaching you about critical strategies to consider for your retirement. Knowledge is power!

    Brian Saranovitz

    Our Guest Instructor, Brian Saranovitz

    As a baby boomer himself, Brian Saranovitz is a co-founder and president of Your Retirement Advisor and Tax Smart Network, as well as a retirement educator and investment advisor representative. A former professional football player (most notably for the New England Patriots) and graduate of the University of New Hampshire, Brian has been a financial advisor for more than 30 years at Saranovitz Capital Management, founded by his father Norman in 1970.

    As a jock turned geek, Brian is obsessed with retirement research and finding the best strategies for his students and clients. Brian has witnessed firsthand clients struggling to understand the myriad of issues they face while preparing for retirement. At the same time, he’s witnessed a void in quality, research-backed retirement education, and advice. He loves teaching the finer points of retirement planning and looks forward to meeting you at an upcoming class. Note: Please don’t ask Brian about football, the Patriots, or Celtics, or you might not hear anything about retirement planning!

    Brian’s viewpoints on retirement have been featured in a number of national news media.

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    Want to Learn Even More About Retirement? Join an Upcoming Retirement Power Hours Masterclass Series.

    This Tax Webinar is class 4 in our Retirement Power Hours (RPH) “Masterclass”. RPH is a series of 4 weekly, 90-minute online classes designed to help you get even more knowledgeable and prepared for retirement (from the comfort of your home). When you join us for the Tax class, you can also join us for a new 4-week session starting in January, 2021.

    In this exciting, one-of-a-kind, series offering over 6 hours of free education, you’ll learn:

    • Little known strategies to improve your retirement outcome
    • How to NOT run out of money in retirement
    • How to protect your portfolio from volatility
    • How to optimize your Social Security benefit
    • How to pay as little in taxes as possible and more
    • Everyone who registers will have access to the entire masterclass on-demand after the live series

    Want to be added to the mailing list to be notified of exact offering dates? Email us at: help@retirementpowerhours.com

    Questions? Call us at (978) 503-1313 or email us at help@retirementpowerhours.com.

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    Retirement Power Hours