Complimentary Tax Class
Be Tax Smart…Keep More of Your Money in Retirement
Live Zoom Class hosted by Retirement Power Hours & Tax Smart Retiree
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.
- The Four Buckets Approach to tax planning.
- How the recent tax changes affect you…AND MORE!
90-minute class on Tuesday, September 27, 2022
Taxes can easily be one of the biggest expenses in retirement.
Wanna Know How Tax Smart You Are?
Take our 5-minute tax quiz and find out
Our Workshops & Classes Combine
4 Empowering Elements
to Help You Get Your Retirement Right …
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.
Balanced Guidance from Smart Professionals
Retirement guidance should strike a balance between the extreme worlds of investments and insurance. It MUST also incorporate the impact of taxes. Our instructors are smart, “hybrid” retirement advisors. This means they are experienced in retirement planning that incorporates investments, insurance and taxes.
Complimentary Access to Smart Software
All attendees will have access to our smart and powerful retirement planning software platform. It assesses and fills your gaps in retirement knowledge and readiness while making sure you follow through with creating and implementing your plan.
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!
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
FACEBOOK is a trademark of FACEBOOK, Inc.