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Tax Planning Through Four Phases of Retirement

When it comes to maximizing your money in retirement, few things are more painful than tossing thousands of dollars to the government.

This webinar looks at tax strategies to maximize your retirement dollars through the lens of the four phases of retirement.

What You WIll Learn

  • How to assess your after-tax retirement savings picture
  • How to avoid Social Security and Medicare “tax traps”
  • How and when to use taxable, tax-deferred, and tax-free assets to manage your income and tax brackets efficiently
  • How to efficiently pass assets to the next generation

Description

When it comes to maximizing your money in retirement, few things are more painful than tossing thousands of dollars to the government.

But many people end up paying much more in tax dollars than they should.

You must carefully plan which assets to use—and when to use them—in order to keep more of your money out of the government’s hands and in yours.

This webinar looks at tax strategies to maximize your retirement dollars through the lens of the four phases of retirement.

Speakers:

Paul Winkler

ChFC®, RFC®, CLU®, LUTCF, CASL®, RICP®

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Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.

After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”

Paul’s unique approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.

Evan Barnard

CFP®, EA

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Evan Barnard, CFP®, EA has been educating private investors and business owners on the basic, yet vital, principles that must be present in any sound financial situation since 1991. Mr. Barnard began his career in the financial services industry as a consultant to business owners, helping them regain financial control of their companies.

In a desire to develop long-term relationships with his clients, as well as spend more time with his family, he transitioned into a private financial planning practice with American Express Financial Advisors, Inc. In 1998, after becoming disillusioned with the traditional brokerage industry and wanting to expand the range of services he could provide his clients, Evan walked away from American Express and a team practice managing approximately $85 million and started over working as a financial coach to his clients.

He has lectured at numerous schools and businesses on investing and tax strategies.

Evan Barnard grew up in Texas and California. After graduating high school he enlisted in the Marine Corps infantry and then attended Texas A & M University on an NROTC scholarship. He received his BBA in Management and returned to the Marine Corps where he served six years as an infantry officer. He and his wife, Cindy, reside in Williamson County and they have twin sons (Justin and Jordan) and a daughter (Heather).

Check Out Other Webinars

The Essential Pieces of a Financial Plan
Most people want to get their finances in order but don’t know where to start. This workshop covers all the essential pieces of a financial plan. How much do you need in savings? Roth or traditional IRA? How do you manage your risks? what about real estate? Paul will walk through each topic giving you key advice to build a solid financial castle.
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Four Keys to Retirement Tax Planning
People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. This webinar will give four keys to managing that system and planning your taxes well in retirement.
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PHONE : 615-851-1950 (main office)
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Main Office : 3050 Business park Circle Suite 503 | Goodlettsville, tn 37072
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Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.

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