Loading Events

« All Events

  • This event has passed.

Tax Free Retirement Strategies for Small Business Owners

August 10, 2023 @ 12:00 pm - 1:00 pm

Eva Scott will review the different retirement plans available for entrepreneurs and explain the pros and cons of qualified versus non qualified plans. We will review the options of Saving for retirement with pre tax or after tax contributions and what it will mean in the future. A brief and basic explanation of the impending financial crisis brought on by the exponential growth of the US National Debt. How retirees can be impacted by the combination of bearish markets and increasing taxation. We will discuss the steps and proactive measures Baby Boomers can take to protect their retirement plans from the crush of higher taxes.

Key Takeaways:

The three different retirement buckets and the ideal balance to have in each one of them. Taxable bucket, tax deferred bucket and tax free bucket.
Social Security is a tax coming out of your paycheck now and how to keep it from being taxed in retirement.
How to reach zero tax liability in retirement
How to start saving in a tax free retirement plan? Is the Roth IRA, Roth 401K or LIRP right for you?

Register Here