SOUTH BEND, Ind., Feb. 25, 2019 /PRNewswire/ -- Retiring is a complex affair these days. Many of the decisions required at retirement are irrevocable, so making the right choices are critical.
Staying retired is an even bigger challenge, with many obstacles standing in the way, including inflation, health care, and uncertain financial markets.
Managers, executives and business owners are invited to a free, private briefing to find out how to reduce taxes on their IRA, 401(k) and other assets, just two of the dozen obstacles covered during the briefing.
"Retirees and those getting ready to retire deserve to be educated on the obstacles they face to enjoying the reward for a lifetime of labor and sacrifice," says financial educator, author, speaker and retirement planner, Joseph Catanzarite, CFP®.
One hundred years ago, the average American died at 51 years old. Today, the average American retires at age 62 and could live to age 100.
Catanzarite 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 afraid of running out of money. That's not my idea of a reward for hard work and a lifetime of saving."
This new seminar educates and equips retirees against the little-known mistakes and costly missteps that can disrupt their plans in retirement. The fast-paced, 77-minute presentation explores the keys to an abundant retirement.
It also covers the 7 major retiree fears and concerns: living too long, running out of money, taxes, inflation, the deficit, health care costs, living without purpose and meaning, and not passing on family values; and the unknown dangers and pitfalls that stand in every retiree's path.
"Most retirees want to fully enjoy retirement, yet they are uninformed about the many dangers and potholes that can derail their retirement. For example, running afoul of IRS retirement account rules can cost unsuspecting retirees a bundle," warns Catanzarite.
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."
The IRS levied over half a billion dollars in fines in just a two-year period for missed retirement account withdrawals and contributions that break the rules.
The seminar uses real-world examples to show attendees how to create substantial income tax deductions, avoid double taxation on retirement accounts, legally bypass capital gains taxes on stocks, bonds and real estate, and reduce and possibly eliminate income taxes on your IRA and 401(k).
"My mission is to educate and equip retirees to avoid the obstacles and fully enjoy retirement. There will be nothing to buy at this briefing and every attendee will receive a free action guide," shares Catanzarite.
Catanzarite continues, "People who have worked hard and saved well deserve to enjoy a level of comfort and security for themselves and their family. I want people to come and learn that they have options to protect and secure their hard-earned savings. People who register and attend will leave knowing exactly what the obstacles are and what to do next."
About Joseph Catanzarite, CFP®
Joseph Catanzarite is a recognized Financial Educator, Author, Speaker and Retirement Planner. He is the Co-Author of "Retire Abundantly: The Proven Principles To Create A Worry Free Retirement With Less Stress," who shows managers, executives and business owners how to build, protect and preserve their hard-earned wealth through tax-smart planning. He is on a mission to show clients how to "live fully in the moment and be fully prepared for the future." Joseph loves spending time with his wife, Katie, and their three children, Cecilia, Rocco and Malia.
SOURCE Joseph Catanzarite