LANCASTER, Ohio, Feb. 23, 2017 /PRNewswire/ -- More than 44 million Americans over age 65 are facing stiff challenges to retire and stay retired. Retired executives, professionals and business owners are invited to a free, private briefing to find out how to reduce income taxes and estate taxes on their IRAs, 401(k)s and pensions.
"Today's retirees face significant challenges and obstacles to enjoying the reward for a lifetime of labor and sacrifice," said Chad Disbennett, CFP®.
This new series of briefings educates and equips retirees against the little-known mistakes and costly missteps that can derail their retirement. The fast-paced, 77-minute presentation explores the 7 major retiree fears and concerns: living too long, running out of money, taxes, inflation, the deficit, health care costs, and not passing on family values.
Disbennett continues, "AARP reported that 2 out of 3 older Americans fear running out of money more than dying. Imagine being 75 years old, in great health, full of life, and running out of money. The fear of running out of money is not unfounded, yet retirees deserve to live with greater peace and freedom in retirement."
Besides taxes, running afoul of IRS retirement account rules can cost retirees a bundle. According to Forbes, "Americans paid an estimated $5.8 billion in penalties on retirement account withdrawals. (That's in addition to the regular tax owed on those withdrawals.)"
In addition, the Wall Street Journal reported that, "Uncle Sam is about to get a lot tougher on individual retirement account mistakes—and that could trip up investors who aren't careful."
During the briefing, Disbennett shows attendees how to:
- Create substantial income tax deductions.
- Avoid double taxation on your "targeted" retirement accounts.
- Legally bypass capital gains taxes on stocks, bonds and real estate.
- Reduce and even eliminate income taxes on your IRA and 401(k).
- Convert unused assets into an income you can't outlive.
- Save taxes using strategies the IRS and congress want you to use.
"There will be nothing to buy at this briefing, just valuable and usable information. Every attendee will receive a free action guide to help them avoid the most costly retirement mistakes," said Chad Disbennett, CFP®.
The briefings are held at noon and early evening and are by invitation only. People can register by calling Disbennett Wealth Management Group at 740-277-6172 or go online at www.WealthWithClarity.com.
"I believe that people who have worked hard for their money and saved for retirement deserve to enjoy greater peace and freedom in retirement, not merely to survive. That's why I created The Wealth With Clarity Process and why we educate retirees about their options. I hope people take advantage of our free Briefings. They are filled with retirement nuggets and tips and attendees have a fun time," says Chad Disbennett.
About Chad Disbennet
Chad Disbennett, CFP® is a nationally recognized Financial Educator, Author, Speaker and Retirement Income Specialist. Disbennett is the Creator of The Wealth With Clarity Process™ and the Co-Author of Retire Abundantly. Chad is a Featured Guest on various Radio and TV programs, including ESPN, among others. He has been featured in publications including ELITE Advisor and AMA magazines.
He is the Founder and CEO of Disbennett Wealth Management Group where he and his team show retirees how to more fully enjoy retirement through The Wealth With Clarity Process™. Besides helping retirees preserve, protect and pass on their hard earned money, Chad loves spending time with his wife of over fifteen years, Danielle, and their two children, Danica and Cooper.
163 E 5th Ave
Lancaster, Ohio 43130
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SOURCE Disbennett Wealth Management Group