Register for our event!

August 25th or 27th

at 6:30 PM

8001 Ray Rd.

Raleigh, NC 27613

RETIREMENT TAX PLANNING WORKSHOP

JOIN US

Stag Club

What we'll cover:

– Tax Return Analysis: Planning starts with understanding your tax return. What tax bracket are you in and what do you pay in taxes?

– Strategic Roth IRA Conversions: How much to convert annually to fill lower tax brackets today?

– Proactive RMD Management: Mapping out Required Minimum Distributions.

– Inherited IRA Optimization: Understanding the 10-year payout rules and resulting taxes that non-spouse beneficiaries could pay.

– Social Security Income: When to take it and how much will be taxed?

– Tax-Efficient Charitable Giving:

Donor-Advised Funds (DAFs) for

multi-year “bunching,” gifting appreciated securities to eliminate capital gains, and leveraging Qualified Charitable Distributions (QCDs) to offset retirement income.

– Financial Planning: Side by side comparisons of long-term financial plans with and without tax planning.

AMI, Inc., DBA Olde Raleigh Financial Group is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice. This program is for informational purposes only. Our firm does not offer tax or legal advice. Please discuss your specific issues with a qualified professional. Membership in the Ed Slott Elite IRA Advisor Group is a professional education membership and is not an endorsement, certification, or guarantee of investment results.