Broker Check
21 Feb
Andiamo Lunch and Learn - Tax Preparation and Tax Planning

Description

As you plan for your retirement, there are countless things to consider. From building your nest egg to setting up the ideal retirement lifestyle, the checklist can seem endless. However, one crucial aspect that often goes overlooked is the impact of taxes on your retirement income.

You may leave behind many of life's responsibilities upon retiring, but your tax burden is not one of them. In fact, without the right income tax reduction strategies in place, taxes can potentially become a significant financial burden during your retirement years.

To help you navigate the complexities of tax planning in retirement, we invite you to join Investment Advisor Abbas Danesh for an insightful and informative session. He will explain how withdrawals, distributions, and tax-deferred accounts can significantly influence your tax liability in retirement. Our aim is to help ensure that you do not pay a penny more in taxes than you are legally obligated to.

During this session, Abbas will cover the following topics:

  • Strategies for minimizing tax liability in retirement.
  • How different types of accounts and investments can impact your tax situation.
  • Tax-efficient withdrawal and distribution techniques.

At Scranton Financial Group, we are committed to helping our clients secure their financial futures and navigate the complexities of taxation in retirement. With the right strategies in place, you can make the most of your hard-earned savings and help ensure a more financially secure and enjoyable retirement.

We look forward to assisting you in making your retirement years as tax-efficient as possible. Don't miss this opportunity to gain valuable insights into optimizing your tax burden in retirement.

 

Abbas Danesh AWMA® MCEP® EA
Investment Advisor Representative

With over two decades of experience in tax preparation and financial services, Abbas Danesh helps to provide his clients with tax-saving strategies in all aspects of their financial, retirement, and estate planning. Since 2019, Abbas has served as Treasurer in the town of Waterford. He also writes a quarterly column on retirement planning for Niantic Neighbors magazine.

He is an Investment Advisor Representative of Sound Income Strategies, LLC, and a SEC Registered Investment Advisory Firm that specializes in more conservative, income-generating options for those in or near retirement.

Abbas is an Enrolled Agent, EA, the highest credential that the IRS awards. He also holds the following designations.

Accredited Wealth Management Advisor - AWMA® from College for Financial Planning.

Master Certified Estate Planner™ - MCEP® from the National Institute of Certified Estate Planners.

Some of Abbas’ areas of practice are:

*Create a tax-efficient retirement income withdrawal strategy. Help maximize Social Security, minimize Medicare surcharges, and generate extended portfolio longevity.

*Tax Strategies for High-Net-Worth clients.

*Estate Planning and helping clients capitalize on opportunities to preserve, grow and transfer their wealth.

He lives in the shoreline area with his wife of 37 years and three wonderful children.

Abbas’ co-published book, Create Your Own Pension, A practical game plan for income distribution, is available on Amazon.


Date and Time

Wed, Feb 21, 2024

11:30a - 12:30p EST

Location

Andiamo Italian Cuisine

247 Greenmanville Avenue
Mystic, CT 06355
View on Map
PT1H

Event Registration


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