May 19, 5:30 PM – 7:00 PM Join us for an educational workshop in Midlothian covering Taxes, Investments, and Social Security. Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments with lower possible risks. For more…
May 5, 5:30 PM – 7:00 PM Join us for an educational workshop in Winchester covering Tax Strategies for Your 401(k) and IRA. Learn retirement tax strategies that could potentially minimize taxes in every phase of retirement including: strategies for your 401(k) and IRA, when and how to do Roth conversions, key distribution strategies before RMD age,…
As a kid, I watched a crew of workers add a deck onto the back of our house. They could drive a nail flush with a board in two swings of a hammer. I was mesmerized. They humored me and allowed me to give it a few whacks, but of course, the nail didn’t budge….
We start with a GOAL. The first crucial step is about you. You must know what you want to build to choose the proper tools for the job. What is important to you? What have you imagined as your best retirement? You fill in the blank. Retirement is a transition, not the end of being…