Complimentary Live Tax Webinar

Be Tax Smart…Keep More of Your Money in Retirement 

Taxes play a huge role in the longevity of your portfolio in retirement. If you or your advisor aren’t addressing tax-driven strategies you’re leaving your portfolio very vulnerable. We can’t predict taxes in retirement, but we can work to limit or eliminate your tax exposure.

In this event, we’ll examine…

  • New Strategies to dramatically cut your retirement income taxes.
  • Tax-efficient ways to withdraw your retirement income.
  • Tax Implications of IRAs, Roth IRAs, 401Ks, pensions and Social Security.
  • RMD strategies to help ease your tax burden.
  • The Four Buckets Approach to tax planning.
  • How to avoid the Income Related Adjustment Amount (IRMAA) Medicare surcharges
  • How the recent tax changes affect you…AND MORE!

Join us from the comfort of your home

Thurs., November 16th 6:30-8:00pm (ET)

Register Now 

“Taxes can easily be one of the biggest expenses in retirement, but they don’t have to be.”   

Our Webinars & Online Classes Combine
4 Empowering Elements
to Help You Get Your Retirement Right …

1

Smart Research-Backed Insight (vs. a sales pitch)

We strive to dispel retirement myths and misinformation rampant in the financial industry. We’re “retirement truth seekers” sharing information and strategies based on proven, data-backed theories and academic research. We believe knowledge is power and we’re 100% committed to educating you vs. selling you a product.

2

Balanced Guidance from Smart Professionals

Retirement and tax guidance should strike a balance between the extreme worlds of investments, insurance and taxes. Our instructors are smart, “hybrid” retirement advisors who know taxes too. This means they are experienced in retirement planning that incorporates investments, insurance and taxes.

3

Complimentary Access to Smart Software

All attendees will have access to a smart and powerful retirement readiness software platform. It assesses and fills your gaps in retirement knowledge and readiness, while making sure you follow through with creating and implementing your retirement plan.

4

Take Action vs. Just Thinking About It

Take advantage of an actionable Tax Efficiency Assessment offered by your instructor following the webinar. Uncover opportunities to reduce your taxes as much possible. It’s free and comes with no strings attached.

We look forward to teaching you about avoiding the tax traps in retirement.

Brian Saranovitz, Co-Founder and President

About your instructor, Brian Saranovitz:

As a baby boomer himself, Brian Saranovitz is a co-founder and president Tax Smart Retiree and of Your Retirement Advisor, as well as a retirement educator and investment advisor representative. A former professional football player (most notably for the New England Patriots) and graduate of the University of New Hampshire, Brian has been a financial advisor for more than 30 years at Saranovitz Capital Management, founded by his father Norman in 1970.

As a jock turned geek, Brian is obsessed with retirement research and finding the best strategies for his students and clients. Brian has witnessed firsthand clients struggling to understand the myriad of issues they face while preparing for retirement. At the same time, he’s witnessed a void in quality, research-backed retirement education, and advice. He loves teaching the finer points of retirement planning and looks forward to meeting you at an upcoming class. Note: Please don’t ask Brian about football, the Patriots, or Celtics, or you might not hear anything about retirement planning!

Questions? Call us at 978-276-9145 or email us at info@taxsmartretiree.com.

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