Questions about your retirement in today's new normal? During our time together, we’ll discuss:
Overview of our current, historically low tax environment that is set to expire over the coming years.
Discuss several of the most common tax pitfalls retirees will face in retirement.
Review strategies to recreate your retirement income in the most tax efficient manner possible.
Learn more about the power of Roth IRA conversions and how to gift to charity and actually receive a tax benefit!
Tax smart investing – give less to Uncle Sam and keep more money in your pocket!
Please join us for an educational seminar on these topics and more as Certified Financial Planner™ professional and Retirement Income Specialist, Nick Defenthaler, CFP®, RICP® shares his knowledge and expertise on these important and timely 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.
24800 Denso Drive, Suite 300 Southfield, MI 48033
10192 Grand River Road, Suite 117 Brighton, MI 48116
248.948.7900
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.