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April 24, 2025
TAX-SMART RETIREMENT STRATEGY EVENT
Location: Ruth’s Chris Steakhouse
7001 N Scottsdale Road, Suite 290 Scottsdale, AZ 85253
Experienced retirement planner 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:
- Learn how to plan a retirement that benefits YOU –not the IRS.
- See why taxes may be the biggest retirement risk you haven’t planned for.
- Learn why today’s market requires specialized planning to meet your retirement goals.
- Determine whether creating tax-free income from your current qualified account makes sense for you.
- Understanding the impact of Required Minimum Distributions (RMDs).
- Understand what the new Tax Law may mean to you!
- How big of a threat does inflation pose to your retirement?
- Cover long-term care costs without expensive annual premiums.
- Turn existing IRAs into tax-free accounts.
- Create tax-free cash flow.
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
