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2.28.24 Client Luncheon: Untax Your Retirement @ Refinery Jax Beach

Copy of Copy of from the desk of Sam Magdalein

Dear Clients, Friends, and Retirees,
You're invited!
Join us for a new topic, designed to help you Untax Your Retirement We've reserved the beautiful, oceanfront restaurant, The Refinery at Jacksonville Beach for this private luncheon. Bring a friend, family member or colleague who may be in or nearing retirement and enjoy lunch on us! Space is limited, so RSVP today - details below. 
This is much more than breaking bread with friends and family - it's an opportunity for retirees, pre-retirees and even those of you who are retirement-curious to set yourself up for retirement, your way!  Taxes are the #1 unknown in retirement - but they don't have to be. In this week's discussion you'll be provided a roadmap to help you navigate your options and avoid tax missteps. 
We will cover how to:
  • Create an exit strategy and distribution plan for your IRAs to help minimize tax burden

  • Build a 'payment plan' for your largest unpaid bill - taxes!

  • Understand the difference between tax planning and tax preparation and how to be proactive vs reactive  

  • Leverage tax planning to avoid painstaking preparation in the future  

  • Make your next 10 years your BEST 10 years!

If you have questions you'd like to discuss or know a friend, colleague or loved one who could benefit from this discussion, please extend them an invite and join us! Space is limited, so RSVP today by clicking the link below or giving us a call! There is no cost or obligation, just good food, conversations, and information. 
Topic: Untax Your Retirement
When: Wednesday, February 28th
Time: 11:00 AM to 1:00 PM
Where: The Refinery at Jax Beach, 831 1st St. N.
We encourage you to bring along friends or colleagues who may benefit from our retirement services. Your referrals are the highest compliment we can receive!

Please use the form below to RSVP with your preferred date and the number of attendees. Or, call Grace at the office at (904) 425-0943.

Looking forward to an enriching and enjoyable gathering!