Taxes & Retirement Income Planning at Pompano Beach Library – Sept. 17, 2024 – My Path to Retirement

Complimentary Educational Workshop at Pompano Beach Library And Cultural Center in Pompano Beach, FL

Reducing Your Tax Burden in Retirement

Educational Event Details:

Location: Pompano Beach Library And Cultural Center

Date: Tuesday, September 17, 2024

Time: 6:30 PM EST

Address: 50 W Atlantic Blvd; Pompano Beach, FL 33060

Seating is limited. Nothing will be sold and there is no charge to attend!

Join us for an Educational Workshop that will provide you with the tools you need to help disinherit the IRS from your retirement accounts. After this class, you’ll be able to make informed financial decisions and understand how your current choices can keep more of your hard-earned retirement savings where it belongs – with you and your loved ones.

What we’ll cover:

Strategies to reduce or eliminate taxes in retirement
Tax treatments of the three basic retirement accounts
Tax-deferred vs. tax-free accounts: Which one is right for you?
How to define a “true” tax-free investment
How to tax-efficiently structure your Required Minimum Distributions (RMDs)

And much more!

BONUS TOPICS:

When to convert to a Roth IRA
How to use the Roth conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse
How to accumulate dollars in the right types of accounts for future retirement income
Ways to potentially maximize the value of your IRA, 401(k), TSP, or pension plan

Complimentary Workshop Registration

Seating is limited. Sign up today to guarantee your seat(s)!

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By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.

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About Your Presenter

Larry Goldstein

Larry and his team at Meridian have been designing strategies to help his clients preserve, protect and pass on their wealth for over 15 years. Larry specializes in retirement income planning for clients who want to ensure they do not have more risk in their retirement portfolios than they are comfortable with. Many of these people are close to retirement age, but their financial portfolios are NOT ready for a retirement that could last 25-30 years! Larry is committed to every aspect of his clients plans being designed , implemented and reviewed regularly. Every portfolio is actively managed to that clients needs and objectives. Larry works closely with Accountants, Estate planning attorneys to ensure his plans are designed in the most tax efficient ways, to ensure taxes are minimized and legacy is maximized.

Larry has worked diligently helping people protect their assets from market downturns and create lifetime income that people are ensured to never outlive! This has been Larry’s passion. He has been quoted and interviewed on numerous media outlets, Kiplingers , Yahoo finance, Fox News , Reuters, CBS, Miami herald educating people that the “status quo” of retirement planning has major flaws and no one should be subject to, or experience another severe market downturn as we saw in the financial crisis of 2008-09!

Larry feels so rewarded to enable his clients implement plans to protect assets they have taken a lifetime to accumulate.

His “Retirement Readiness” financial process helps his clients manage risk,and generate secure income from their 401ks, IRAs and Savings. Larry Goldstein lives in Boca Raton, Florida with his 22 year old twins and enjoys boating and Bike riding.

Larry graduated from American university in Washington D.C with a degree in finance.

Questions Call – (561) 576-7737

Florida State License Number: FL P219836

Frequently Asked Questions

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Larry Goldstein is not affiliated with the Social Security administration or any other government agency

We are an independent financial services firm providing individuals, families alternative investment strategies to help them meet their retirement objectives. We are not affiliated with the IRS and do not provide Tax advice, but consult with CPAs on a regular basis.

GET IN TOUCH

MAILING ADDRESS

My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022

PHONE NUMBER

Phone: (816) 702-5158

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.