Tax Minimization Strategies For Pre-Retirement Baby Boomers Workshop

Sirloin dinner at Johnny's Steakhouse

You are invited to attend our upcoming FREE Tax Minimization dinner workshop!

This workshop is specifically designed for individuals who:

  • Will be retiring within 5 years, and 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, (TSA)s, 457(b) Deferred Compensation, and other investable accounts.
During the workshop you will learn:
  • An efficient technique for implementing Roth conversions annually prior to tax rates increasing upon the expiration of the Tax Cuts & Jobs Act in 2025.
  • Tax strategies designed to preserve your assets and future income from the surging U.S. National Debt.
  • Why delaying Social Security can save you thousands in unnecessary taxes and retiree health insurance costs prior to age 65.
  • Why placing your more conservative investments in 401ks, 403bs and IRAs can save you thousands of dollars during your lifetime.
  • Why the expiration of the American Rescue Plan at the end of 2022 may significantly increase costs for those needing retiree health insurance prior to 65.
  • How to magnify tax deductions surrounding charitable giving in advance of retirement when it is worth more

 

Complimentary Dinner Menu

Your choice of: Lemon, Wine, Butter Sauce Chicken with Garlic Mashed Potatoes & Broccoli or Angus Beef Sirloin with Garlic Baby Red Potatoes. Both served with Mixed Vegetables; House Salad & Focaccia Bread

Register for the FREE Workshop

Monday Night is Full!
Tuesday June 21 at 5:30 PM

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Featured Speaker:
Ty A. Bernicke, CFP®, President,
Executive Wealth Manager

Ty’s 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.

2022 Forbes Best In State - Ty Bernicke

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor, Great Valley Advisor Group, and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

There can be no guarantee that strategies promoted will be successful and no guarantee of positive results. The strategies mentioned in the presentation may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

© 2024 Bernicke Wealth Management, Ltd.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor, Great Valley Advisor Group, and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.