IMPORTANT TAXES & RETIREMENT WEBINAR FOR CALIFORNIA BABY BOOMERS
Retirement Taxes Declassified Webinar
Eliminate the Silent Partner in Your Retirement, the IRS, & Gain Control of Your Taxes In Retirement
What you'll learn in this information-packed, virtual workshop:
- Why taxes can be one of your biggest retirement expenses without a proper plan in place.
- Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
- How to lock-in historically low tax rates now, before taxes increase.
- Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
- How you can create tax-free retirement income and potentially lower your taxes in retirement.
- And much more!
- Tuesday, February 23rd at 1:00 p.m. PST
- Thursday, February 25th at 6:00 p.m. PST
"In America there are two tax systems, one for the informed and one for the uninformed. Both systems are legal."
– US District Court Judge Learned Hand
Actionable Next Steps
This workshop combines two empowering elements:
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format
Learn actionable strategies and have the opportunity to receive a plan that can help reduce your taxes in retirement.
Every webinar attendee will receive a complimentary copy of "The No-Compromise Retirement Plan." It's a leading book on creating tax-efficient retirement income that works for you - not the IRS. Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.
About Your Hosts
President & Founder of America's Retirement Advisory Group
CA License# 0A08613
Mike Savarese has devoted over 30 years of his professional life to helping his clients achieve their financial goals and enjoy a confident retirement. One area of Mike’s financial expertise includes helping retires transition to the distribution phase of their investing lives. He offers practical strategies to help disperse retirement assets as tax-efficiently as possible, while ensuring a financial legacy for future generations.
Mike is also part of an exclusive organization as a Certified Ed Slott Master Elite IRA Advisor*. These members are dedicated to being leaders in the IRA industry with regular ongoing education, and are equipped with up-to-date tools and resources. Furthermore, Mike was a commentator for over 12 years on San Diego Radio airwaves, discussing market trends and advising callers how to navigate the pit-falls of the financial markets on Radio AM 1000, AM 1170 and AM 600.
Founder & President
Recognized as an innovator in the financial services industry, Barry is one of the industry's leading motivational speakers and communicators, he is highly sought after for his first-hand knowledge of investor behavior and observations on the state of the economy. He conducts over 250 speaking engagements annually. Considered one of America's top IRA Experts, he has appeared on numerous radio and TV programs and led the team that obtained the first Private Letter Ruling on Multi-Generational IRAs.
Barry Bulakites is a master when it comes to retirement distribution planning. He has consulted with sports teams, pop stars, and various companies on how to set up sustainable retirement plans. His clients have included United Jersey Bank, Lillian Vernon, Hamilton Standard, Envirotest, Acrilex, Club 21, Key Foods, The Cleveland Browns, and The Republic of Singapore.
¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
**Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA,
the entire converted taxable amount is reportable as income in the year of conversion.
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.
Licensed Insurance Professional. By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. 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.