Taxes in Retirement Seminar

February 7th | 6:00 PM

Cannon Park Community Center
210 Rattlesnake Trail
Pinehurst, NC  28374

Taxes in Retirement Seminar

February 7th | 6:00 PM
Cannon Park Community Center
210 Rattlesnake Trail
Pinehurst, NC  28374

VIEW MAP & DIRECTIONS

Register to save your seat.
Limited capacity!

Name(Required)
Set a Reminder!

MORE DETAILS BELOW

Attend this seminar and learn about:

i

Recent tax law changes

Marginal Tax rate

t

How taxes are different in retirement

How to avoid some very common tax pitfalls

Interactions Between Income Types

Strategies to Reduce Lifetime Taxes

Our tax system overall

How smart decisions can have a significant impact on your tax bill

The Real Tax System


Realistically, if that were all there was to our tax system, it would be relatively intuitive, but unfortunately, in retirement, we see several complicating factors. These complicating factors are Required minimum distributions, Capital Gains, Social Security Benefits, Medicare Premiums, Potential Roth Conversions or Large Withdrawals From IRAs, 3.8 Net Investment Income Tax, and Alternative Minimum Tax. To learn more about these complicating factors, fill out the form and secure your spot for the seminar!

Who is presenting?

Dwight Mejan

Dwight is the owner and founder of 360 Capital Management. He grew up in the Midwest in a suburb of Chicago. He is the middle of 3 boys. He has a daughter, Hallie, and twin boys, Jacob & Noah. Dwight graduated in 1991 from Purdue University with a Bachelor of Science in Business Management and a minor in Finance.

Who is this for?

The information that will be presented at the seminar will be for those who are already reitred and those who are approaching reitrement.

Will there be a sales pitch?

No, the seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Taxes In Retirement 360 Capital Management speakers during or after the seminar.

Taxes in Retirement Seminar

6:00 PM February 7th

Not affiliated with the United States government. Dwight Mejan does not offer tax, legal, or investment advice. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice. These opinions are not intended as investment advice, nor do they predict future performance of any product. All information provided is believed to be from reliable sources, however we make no representation or warranty as to the accuracy of any statement. This information is intended to be educational in nature and does not provide a guarantee or a specific result. All copyrights and trademarks are the property of their respective owners. Retire 360 assumes no responsibility or liability for the content of this message. The information contained herein is provided on an “as is” basis with no guarantees of completeness, accuracy, usefulness, timeliness or of the results obtained from the use of this information.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM 360 Capital Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. You are encouraged to seek tax or legal advice from an independent professional.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and 360 Capital Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. For a complete description of investment risks, fees and services, review the BCM firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting BCM.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

All investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

B01202307

Copyright 2023 Retire 360 Show. All rights reserved.