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June 3, 2025
2025 TAX PLANNING STRATEGIES FOR THE NEW AMERICAN ECONOMY
Location: Ruth’s Chris Steakhouse
7001 N Scottsdale Road, Suite 290 Scottsdale, AZ 85253
With massive changes to government policy, you need to ensure your Retirement Plan is ready for anything. You are cordially invited to a complimentary dinner event where renowned retirement strategist and fiduciary financial advisor Jeff Juniper will reveal the latest strategies to help you preserve your wealth, get more income and reduce your tax risk in retirement!
Topics Discussed:
- Ensure you are prepared for the potential impact of New Tariffs and possible market volatility.
- How big of a threat inflation poses to your retirement.
- The complexities of today’s market and why you need a specialized plan.
- How to turn your existing IRAs into tax-free accounts.
- Generate tax-free cash flow keep more of what’s yours
- How to plan a retirement that benefits YOU – not the IRS.
- How taxes may be the biggest retirement risk you haven’t planned for.
- Determine if tax-free income makes sense for your unique financial situation.
- Understanding the impact of Required Minimum Distributions (RMDs).
- How you can cover long-term care costs without expensive annual premiums
Our clients learn strategies to help increase income, reduce taxes, and not run out of money. This is not a sales seminar; it is an informational program that deals with the facts... the good, the bad and the small print.
*Adult, first-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. This presentation is for those who have a minimum of $500,000 of investable assets not including real estate.
REGISTER HERE
