Are taxes quietly chipping away at your retirement? On the evening of Jan. 16 at 5 p.m., local residents are invited to the link in Nocatee for Stratton & Co.’s Retirement Wealth Summit, an evening designed to move attendees and their retirement incomes from tax-stressed to tax-savvy.
Navigating retirement income is more complex than ever, with taxes on pensions, IRA/401(k) withdrawals, Social Security benefits and required minimum distributions (RMDs) affecting retirees in dramatically different ways, depending on each situation. Beyond the numbers, life changes such as the loss of a spouse and a corresponding shift in filing status can further complicate one’s financial landscape. These challenges don’t just impact the bottom line — they can shape the way a person lives during his or her retirement years.
This Retirement Wealth Summit, part one of a two-part series, will break down how retirement income is taxed, who is most affected and why it matters to plan proactively for these impacts.
This evening’s presenter, Sam Magdalein, partner and senior portfolio manager, will guide attendees through strategies to identify potential pitfalls and explore opportunities to keep more of their hard-earned money where it belongs — with them.
This isn’t just about theory — but built on tried-and-true strategies Stratton & Co. has been practicing for more than 20 years.
Part-two of this series, to be held later, will showcase real-world case studies where these strategies have been applied, giving attendees a clear vision of how proactive planning can make a significant difference.
Stratton & Co. believes in empowering retirees to live retirement their way by securing the income they need while preserving as much of their capital as possible.
Stratton & Co. is a full-service financial planning firm specializing in income planning for retirees. The firm’s approach is holistic: they combine tailored investment management, tax strategies and ongoing planning to ensure their clients’ assets are not only secure but also aligned with their life goals.
Don’t leave your retirement income to chance. Take the first step to living retirement your way — attend this exclusive Retirement Wealth Summit at the link, 425 Town Plaza Ave., Ponte Vedra.
Space is limited, so call to RSVP today at 904-425-0943 or email info@retirementteam.com.
