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Webinar - Lowering Taxes and Maximizing your Investments in Retirement

Questions about Your Retirement in Today's New Normal? During our time together, we’ll discuss:

  • Ways to potentially protect yourself against volatile market conditions and hedge against inflation.

  • Offer guidance on how to re-create your retirement income paycheck in the most tax-efficient manner possible.

  • Strategies to reduce current and future Medicare premiums.

  • What you should be considering NOW in your IRA/401k accounts prior to historically low tax rates expiring at the end of 2025!

  • Key highlights of the SECURE Act and inherited IRA overhaul.

Please join us for an educational seminar on these topics and more as CERTIFIED FINANCIAL PLANNER™ and Retirement Income Specialist, Nick Defenthaler, CFP®, RICP® shares his knowledge and expertise on these important concepts.

Nick Defenthaler, CFP®, RICP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Nick specializes in tax-efficient retirement income and distribution planning for clients and serves as a trusted source for local and national media publications, including WXYZ, PBS, CNBC, MSN Money, Financial Planning Magazine and OnWallStreet.com.