One of South Carolina's Retirement Income Specialists, Dan Carson, Offers Retirees a Complimentary Series of Briefings to Help Reduce Taxes
GREENVILLE, S.C., Sept. 10, 2018 /PRNewswire/ -- A new series of public briefings by financial educator, author and retirement income specialist, Dan Carson, educates retirees against retirement mistakes and costly missteps.
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 strategies to reduce income taxes and estate taxes on their IRAs, 401(k)s and pensions.
"Today's hard-working retirees face significant challenges and obstacles to enjoying the reward for a lifetime of labor and sacrifice," said Dan Carson, ChFC®. "If you are doing the same things financially that everyone else is doing and find yourself thinking that you are going to be fine during retirement, you may need to rethink your position."
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 federal government's deficit, health care costs, and not passing on family values.
Carson 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." Source: The Wall Street Journal. "IRA Rules Get Trickier." June 22, 2012.
During the briefing, Carson shows attendees strategies to:
- Create substantial income tax deductions.
- Avoid double taxation on your "targeted" retirement accounts.
- Potentially avoid 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.
The briefings are held at noon and early evening and are by invitation only.
"There will be nothing to buy at this briefing, just valuable and usable information. Every attendee will receive a free, no obligation action guide to help them avoid the costliest retirement mistakes," said Carson.
"I believe that people who have worked hard for their money and sacrificed for retirement deserve to enjoy greater peace and freedom in retirement, not merely to survive. That's why I 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," said Carson.
About Dan Carson, ChFC
Dan Carson, ChFC is a nationally-recognized Financial Educator, Author, Speaker and Retirement Income Specialist. As the Creator of The Financial Security Process, Dan has been interviewed on Business Icons by Kevin Harrington, an original Shark on the Emmy® Award winning the ABC TV series, Shark Tank.
As a Chartered Financial Consultant (ChFC) and Founder/CEO of Advanced Planning, Inc, he and his team have been showing hard working business owners, families and individuals how to more fully enjoy retirement since 1988.
Besides helping retirees preserve, protect and pass on their hard-earned money, Dan and his wife, Tamma, love spending time with their two grown children, Tyler and Lauren, and their five grandchildren Carlie, Chase, Leeland, Forrester and Wren.
Contact:
Advanced Planning, Inc.
1520 E. North St.
Greenville, SC 29607
864-242-1914
www.AdvancedPlanning.net
Advanced Planning, Inc. is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA/SIPC, and Advisory Services offered through Advanced Planning, Inc., a Registered Investment Advisor.
This information offered is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding and federal tax penalties, You are encouraged to seek tax and legal advice form an independent professional advisor. Neither Summit, not its representatives offer tax or legal services.
Media Contact:
Dan Carson
864-242-1914
SOURCE Advanced Planning, Inc.
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