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Retirement Plan Designer
With years of experience as a retirement plan designer for The Ivy League Advisory Group, Peter has helped many to achieve or even surpass their retirement goals through a holistic and fiduciary process made up of 3 key components:
- Tax minimization
- Wealth & income planning
- Social security maximization
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED
Understand the potential impact taxes have on your retirement income.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.
That is why we’re presenting a webinar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.
Join us online from the comfort of your home or office for an informational webinar covering Taxes In Retirement on Thursday, October 1st from 11:00 AM-11:45 AM or 6:00 PM-6:45 PM.
Our webinar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our webinar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.
With decades of combined experience, we at The Ivy League Advisory Group have assisted hundreds in improving both their financial position and confidence towards retirement. As an independent fiduciary retirement-planning firm, we specialize in creating written retirement plans.
Who should attend?
The information discussed is best suited to those who are looking to protect and maximize their retirement assets through a well-crafted retirement plan–regardless of if they are 2 or 20 years from retirement or already retired.
Are there any obligations attached?
While you’re welcome to schedule a free phone, video conference, or in-person consultation to best put the information discussed into action, there is no commitment or obligation attached to your attending.
Will other attendees be able to see that I am attending the webinar?
No, your attendance is anonymous to all but the presenter.
More Educational Resources
Firm founder Brandon Archibald frequently writes and lectures on the three central components of our holistic approach to lasting financial success:
- Tax minimization
- Social Security Optimization
- Wealth & Income Planning
Our podcast offers simple, easy-to-digest answers to many popular retirement-planning questions–one concise episode at a time.