Tax Planning Webinar - April 30Th
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Tax Planning Webinar

Discover Effective Ways to Protect Your Finances and Prevent Running Out of Money in Retirement!

*The average American will spend about $987,000 from retirement age on and those hoping for a more comfortable and financially secure retirement should plan on not only saving a little more, but learning how to protect your money from taxes.

Here's what you'll learn in this webinar:

Desktop
  • Learn how a single piece of legislation changed 401(k)s and IRAs and what it could mean for retirement.
  • Find out why taxes will rise at the end of 2025.
  • Learn strategies to help limit your tax liability in retirement.
  • Find out who the winners and losers are with tax reform.
  • Discover why 401(k)s, IRAs, and 403(b)s could be the least tax-efficient accounts to own when retired.
Mobile
  • Learn how a single piece of legislation changed 401(k)s and IRAs and what it could mean for retirement.
  • Find out why taxes will rise at the end of 2025.
  • Learn strategies to help limit your tax liability in retirement.
  • Find out who the winners and losers are with tax reform.
  • Discover why 401(k)s, IRAs, and 403(b)s could be the least tax-efficient accounts to own when retired.

YOUR HOST

Brad Ford

Vineyard Financial

Meet the Host:

Brad is President of Vineyard Financial, which has two locations in Indiana. Vineyard Financial focuses on and has a long history of helping folks in or near retirement, with the goal of accumulating, protecting, and preserving wealth. Brad's professional services help many people find better ways to take money out of IRA's tax-efficiently, identify goals and objectives, analyze investment portfolios, utilize income tax reduction strategies, design accumulation programs, and plan for other lifetime financial goals.

This is not a part of the Facebook website and is not endorsed by Facebook, Inc. This workshop and insurance sales presentation is strictly informational. Not sponsored by or in any way affiliated with any governmental agency. No specific products will be promoted; however, you will be offered an opportunity to schedule a follow up consultation with the presenter where investments and/or insurance products may be presented or offered. 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. Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that umber from the event. Msg&data rates may apply. Terms & Conditions/Privacy Policy apply. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm is stated or implied.
Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. MAS and Vineyard Financial are not affiliated entities.
*  *https://www.usatoday.com/story/money/2020/12/28/what-it-costs-to-retire-comfortably-in-every-state/115212444/