Transform Your Retirement and Minimize Your TaxesBrooks Brown2024-08-02T16:17:57-04:00

TRANSFORM YOUR RETIREMENT AND MINIMIZE YOUR TAXES

THE SECURE ACT 2.0 became law in 2022 and made nearly 100 changes to Retirement Plans. These new regulations and TAX CHANGES are the most comprehensive made to retirement accounts in 40 years. YOU could be impacted by new rules around RMDs, ROTHs, Charitable contributions, Long Term Care AND Surviving spouse benefits.

What does all this mean for YOU? How you plan for taxes during the 4 stages of retirement CAN impact your lifestyle. If your only focus is market returns, you could miss a big risk to your retirement.

Topics to be Discussed include

How new Federal Tax Legislation could cost thousands in tax dollars and what you can do about it
How to potentially pay far less on your retirement income
How the new IRS ruling of the Secure Act could impact your RMDs
How to avoid tax time bombs in your IRAs
How to create tax-free income from your current qualified accounts moving forward
How legislative risk can impact your tax bracket even if nothing about your personal situation changes.

There is absolutely no cost or obligation to attend this critically informative event.

The material covered during these events is most applicable for adults between the ages of 59 and 75.
Please no children, brokers, advisors or other agents.

FOR EVENT REGISTRATION BY PHONE, PLEASE CALL:
(336) 391-3409

Tuesday, March 5th & Thursday, March 7th
at 6:30 PM

The Historic Broyhill Annex
3554 Clemmons Road
Clemmons, NC 27012

Clemmons Office
3554 Clemmons Road
Suite 001
Clemmons, NC 27012
Office: (336) 391-3409

Charlotte Office
15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277
Office: (336) 391-3409

Our Clemmons office also serves the communities of Winston-Salem, Greensboro, Lexington, High Point, Mocksville, Oak Ridge and Mount Airy.

Copyright © 2024 The Wealth Guardians
Investment Advisory Services offered through Alphastar Capital Management, LLC, a SEC registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The Wealth Guardians and Alphastar Capital Management, LLC are separate and independent entities. Better Business Bureau Disclaimer – The Wealth Guardians is a Better Business Bureau (BBB) Accredited Business since 05/08/2013 and rated A+ since 05/08/2013. BBB bases its accreditation and ratings based on the following criteria (this list is meant to summarize the relevant factors but is not meant to be all-inclusive): business complaint history, type of business, time in business, transparent business practices, failure to honor BBB commitments, licensing and governing actions known to BBB and advertising issues with BBB. Only accredited businesses who meet the following standards may use the BBB logo/link in advertising: Build trust, advertise honestly, tell the truth, be transparent, honor promises, be responsive, safeguard privacy and embody integrity. The BBB receives compensation from The Wealth Guardians in the form of membership dues to obtain accreditations. The Wealth Guardian’s membership in the BBB in turn provides the opportunity for clients to give ratings through their platform.

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