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®
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 differentiated 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
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).
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