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When you retire, you leave behind many things—the daily grind, commuting, maybe your old home—but one thing you keep is a tax bill.
Since each person’s tax situation is unique, and the tax rules can change from year to year, it can be challenging to get accurate and timely information. Taxes in Retirement is designed to provide a purely educational setting where you can gain the knowledge required to make informed decisions for your planning.
Due to limited seating, you must qualify for this event. Register below, and a team member will reach out for a quick conversation to determine if this event is right for you.
Advanced Discussion Topics:
- Taxes in Retirement: What’s Changed? What’s still important? What does this mean to me?
- How can politics affect your pocketbook? The potential impact of Legislative Risk
- Are you doing everything you should to take advantage of historically low tax rates?
- Do you need an IRA exit strategy?
- The SECURE Act of 2019 removed a great benefit for passing an IRA’s to your heirs. We will cover how this could affect your retirement and estate planning.
- Is a Roth conversion something you should be considering?
- How could having a written plan for your income in retirement help you with Taxes in Retirement?
- Could you qualify for a zero-tax retirement?
- How do Roth Conversions impact taxes on your Social Security? Cost of your Medicare?
This is an educational program only. There is no cost or obligation, and nothing will be sold. Expect to have fun and learn some valuable information! Due to limited space, you must qualify to attend. Our team will ask you a few quick questions to determine if this event is right for you.
Steven Aul, Financial Advisor
ChFC®, RICP®, CLU®
President and CEO of Aul Financial Group
Steven Aul is a Financial Advisor and holds ChFC®, CLU, and RICP® designations. Steve graduated from Ball State, earning a bachelor’s degree in accounting. He is a recognized financial commentator, co-author, radio host, and licensed insurance agent.
Known to his colleagues and clients as a seasoned and experienced independent financial professional, he regularly conducts financial workshops and hosts “The Aul Financial Hour — Your Money Matters” radio show on KMOX 1120 AM, Saturdays at 10 a.m.
Investment advisory products and services are made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. Investing involves risk, including the potential loss of principal. 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. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. 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. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Aul Financial Group, LLC is stated or implied. The CLU(r) and ChFC (r) mark is the property of The American College, which reserves sole rights to its use, and is used by permission. The Aul Financial Hour is a paid placement. Submission ID 3173285-10/23