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Dear Clients, Friends, and Retirees,
You're invited!
We're back at Blue Fish in Avondale on Wednesday, May 8th @ 11am for a candid conversation on how to Untax YOUR Retirement.
This is 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:
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Create an exit strategy and distribution plan for your IRAs to help minimize tax burden
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Build a 'payment plan' for your largest unpaid bill - taxes!
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Understand the difference between tax planning and tax preparation and how to be proactive vs reactive
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Leverage tax planning to avoid painstaking preparation in the future
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Make your next 10 years your BEST 10 years!
As always, we want your arrival to be a smooth as possible, so the parking is on us! VALET & gratuity are included with your invitation. Marshall and his team will be back in the Blue Fish parking lot to take care of you. Space is limited, so RSVP today!
If you have friends and family members that you’ve been considering inviting, bring them for an afternoon of delicious food, great people and interesting conversations at the courtyard banquet room.
If you’re considering becoming a client, you’ll walk away with a better understanding of who we are and how we run our practice + new ways to unstress and untax YOUR retirement.
When: Wednesday, May 8, 2024
Time: 11:00 AM to 1:00 PM
Where: Blue Fish @ Avondale
3551 St. Johns Ave, Jacksonville FL 32205
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 click here to RSVP with your preferred date and the number of attendees. You can also call our office at (904) 425-0943.
Looking forward to an enriching and enjoyable gathering!
Sincerely,
Eric Stratton, Sam Magdalein and Your Retirement Team
Stratton & Company
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