FREE Online workshop
Tuesday, September 9 • 6:00pm
Retirement should be for living, not worrying. Yet many people don’t have a tax-efficient income plan, aren’t sure how to handle market swings, and want strategies to help their savings last and keep pace with inflation.
This workshop is designed for adults 55+ who want clarity and confidence about taxes, Social Security, RMDs, and income planning in retirement.
Practical ways to potentially minimize taxes when drawing from IRAs, 401(k)s, and other accounts.
Approaches many investors 55+ use to help reduce downside risk while still seeking growth.
How claiming age, work history, and spousal rules impact benefits—and strategies to help you optimize your filing.
What’s changed with Required Minimum Distributions and steps to help avoid avoidable penalties.
Coordinating withdrawals and account order to help reduce taxes and support more reliable lifetime income.
Common retirement missteps that can add up—and how a plan may help you sidestep them.
Meet Your Host
Key Radio (105.9 WMAL, 99.1 WDCH) and Retirement Key TV (ABC 7, CBS, NBC in the D.C. area). Since 2008, Abe has helped close to 1,000 individuals and families prepare for their financial futures, and his experience has resulted in the invitation to author articles for Forbes, Fortune and many others, as well as serve as a member of the Forbes Finance Council.
Retirement should be for living, not worrying. Yet many people don’t have a tax-efficient income plan, aren’t sure how to handle market swings, and want strategies to help their savings last and keep pace with inflation.
This workshop is designed for adults 55+ who want clarity and confidence about taxes, Social Security, RMDs, and income planning in retirement.
Please Fill Out the Form To Register for Our Next Seminar.
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Smart Retirement Tax is a paid marketing entity, providing advertising content for financial professionals. Smart Retirement Tax is not affiliated with nor do they endorse the financial professionals or their firms. Prior to engaging the services of a financial professional, all individuals should make their own evaluation of the firm’s services. This is not a part of the Facebook website and is not endorsed by Facebook, Inc.
Throughout the presentation, different financial vehicles are generally discussed; however, nothing said should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency.
Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.
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Investment advisory services offered through Abich Financial Wealth Management, LLC (AFWM) a registered investment adviser firm. Insurance and annuities offered through Abich Financial Services. VA Insurance License #127820
Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance may not be indicative of future results. Abich Financial Wealth Management (“AFWM”), its affiliates, and its investment adviser representatives do not provide legal, tax, or accounting advice. You should consult your legal and/or tax professionals before making any financial decisions. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. AFWM offers a broad range of investment advisory (including financial planning) and other services.
Insurance and annuities offered through Abich Financial Services. VA Insurance License #127820. Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Abich Financial Wealth Management are not: Are Not FDIC Insured, Are Not Bank Guaranteed, May Lose Value, Are Not Deposits, Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity.
Abe has been a member of the Forbes Finance Council since 2020, a paid, invitation-only organization for executives and entrepreneurs. He is passionate about financial education and has authored several articles that have appeared on Forbes.com as part of his Council membership.
Retirement Key Radio and Retirement Key TV are “paid for advertisements” to the disclosures.
*https://www.ssa.gov/benefits/retirement/planner/taxes.html