How Pre-Retirement Baby Boomers Can Benefit From Future Tax Laws

You are invited to attend our upcoming Pre-Retirement Tax Minimization webinar:
This webinar is specifically designed for individuals who:
  • Will be retiring within 5 years and are under the age of 65
  • Have over $500,000 of total investable assets, which may include IRAs, Roth IRAs, Pensions, 401(k)s, 403(b)s, (TSAs), 457(b) Deferred Compensation, and other investment accounts.
During the webinar you will learn:
  • When the Social Security Trust Fund is projected to run out, and what this means for you.
  • 10 Variables that you should consider to help steer your decision on when to take Social Security.
  • Tax strategies designed to protect your assets and future income from the surging U.S. National Debt.
  • How Roth IRAs and non-qualified investment accounts can provide retirement income prior to age 65, which may save you over $34,194* in health care-related costs per year.
  • Three Tax savings strategies designed specifically for pre-retirees within 5 years of retirement.
  • Why popular investment strategies are currently carrying higher risk, which could compromise one’s retirement.
*Assuming a married couple ages 62 in zip code 54701, with a Modified Adjusted Gross Income (MAGI) of $68,960 according to Healthcare.gov as of 1/2/2020. Plan used: Security Health Plan – Select $4,800 – 30% Plan ID: 38166WI0180021. Savings projected if the same married couple’s MAGI was reduced to $20,000.
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Featured Speaker:
Ty A. Bernicke, CFP®, President,
Executive Wealth Manager

Ty Bernicke is the President of Bernicke Wealth Management and serves as a Senior Wealth Manager. Ty currently works with a limited number of clients that require wealth and/or investment management services.

His research on investment management, retirement planning, and tax minimization strategies have been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.

Ty Bernicke and Bernicke Wealth Management give back to the community and environment through numerous charitable endeavors. Ty spends his free time with his wife, two daughters, and one son. He also likes to fish, golf, and exercise.

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