Lincoln, NE Taxes & Retirement Workshop

The changing financial landscape for those approaching retirement.
An overview of taxes today and the changes to tax laws that may affect your retirement income.
3 common tax mistakes in retirement and how to avoid them.
Understanding the impact taxes may have on your retirement.
How to avoid unnecessary taxation on Social Security.
Tips and strategies to manage your tax exposure.
Types of taxable assets & RMDs.
Developing tax-efficient retirement incomes sources & cash flows.
How to create a potentially tax-free retirement income.
Developing a customized retirement income plan & tax strategy.
Advanced strategies to convert IRA/401(k) taxable accounts to tax-free Roth IRA accounts.*
And much more!

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With the changing tax rules and financial landscape, it's important to understand the potential impact of taxes and how they can affect your income in retirement. Proper planning could help you reduce the taxes you pay in retirement so that you may keep more of your hard-earned money!

Please join your hosts, Dave Buchanan & Shawn Ahl, CPA, of Retirement Wealth Solutions of Nebraska, for this special event. The economy has changed, the world has changed...get insight and new opinions!

Venue: Bess Dodson Walt Branch Library

Address: 6701 S 14th Street, Lincoln, NE 68512

Dates & Times: Tuesday, September 24, 2019 or Thursday, September 26, 2019 from 6:00 p.m. to 7:30 p.m.

Having more than two decades of experience, Dave Buchanan has extensive expertise in retirement and wealth planning, as well as in tax-reduction strategies.

Dave first proves his dedication with his clients and then moves forward with the proper implementation of the outlined strategies, ensuring he’s building long-lasting and successful relationships.

To best serve his clients, Dave is licensed in life and annuities, holds his Series 65 securities license and graduated from the University of Nebraska with a bachelor’s in business.

Dave is also the Director of Lincoln Operations for the Foundation for Educational Partnership (feponline.org), one of the largest and fastest growing 501(c)(3) nonprofits in the country.

State License Number: 703622

Shawn Ahl, CPA, is committed to always putting the clients’ needs first. Using her expertise in retirement income planning, Shawn takes pride in having the ability to help clients enter the next stage of their lives with confidence. She learned early on being a good listener is beneficial, and she’s also compassionate and energetic about her work. Shawn is also an Ed Slott Elite Advisor. Focusing on keeping her clients informed is a main component for how Shawn operates. Being informed allows each individual to take a major role in the decision-making process and truly feel good about the choices they’ve made.

https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/

http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

*Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA, the entire converted taxable amount is reportable as income in the year of conversion.

Investment advisory services offered through ChangePath LLC, a Registered Investment Advisor. Insurance services are offered through Retirement & Wealth Solutions of Nebraska. Retirement & Wealth Solutions of Nebraska and ChangePath, LLC are unaffiliated.

Presents:

Maximizing Your Income & Reducing Taxes in Retirement

Do you have a strategy to help minimize taxes in retirement? Join your hosts, Dave Buchanan and Shawn Ahl, CPA, for a special presentation at Bess Dodson Walt Branch Library in Lincoln, NE while we discuss the following important topics for those in or nearing retirement in the next 5 to 10 years:

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