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Tax and Income Planning Strategies


1050 Des Peres Road
Saint Louis, MO 63131



September 30


6:00 pm - 8:30 pm

Tax and Income Planning Strategies

This event focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as inflation protection, tax-efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this class.

During this event, we will simplify the fine print, reveal the loopholes and determine its impact on you and your family. You should know where you stand for the 2021 tax year and the time to be prepared – is now.

  • New strategies to potentially cut your retirement taxes.
  • Has a qualified professional helped you build a strategy that can minimize taxes?

Stop Uncle Sam from becoming the primary recipient of your retirement account.

If your beneficiaries are set up for maximum tax efficiency.

  • How to calculate your required amount and its tax liability.
  • Draw retirement income in a tax-advantaged way.
  • Learn about the IRA tax trap and how to avoid it.
  • How your pocket may be affected. A head-to-head comparison of taxes in 2020 vs. 2021.
  • Who will ultimately pay for these tax cuts and where do we go from here.
  • Ways to potentially protect yourself against volatile market conditions.