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
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Register to save your seat.
Limited capacity!
Attend this seminar and learn about:
Recent tax law changes
Marginal Tax rate
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
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.
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