Income Tax Reduction and Estate Tax Considerations
You’ll explore strategies designed to help create meaningful income-tax deductions and review planning concepts some investors use to address potential double taxation on certain retirement accounts. We’ll also discuss approaches commonly considered for managing capital-gains taxes on stocks, bonds, and real estate, along with ideas that may help reduce the tax impact of IRA and 401(k) distributions.
In addition, you’ll learn how some individuals reposition underused assets to create tax-advantaged income streams and examine planning considerations people use when preparing their wealth for potential economic uncertainty. Plus, we’ll cover additional tax-efficient and retirement planning concepts you may want to discuss with your advisor.
Currently, there are no scheduled events. Stay tuned for updates or sign up to receive notifications about upcoming seminars.
* required
William J. McLaughlin
CFP®, CLU, ChFC
is a Financial Educator, Author and Speaker with a specific focus on Retirement, whom you may have seen advertised on NBC, ABC, CBS, and FOX network affiliates and Yahoo News, Wall Street Journal’s Market Watch, Wall Street Select, and New York Business Journal.
Bill is a warm and passionate communicator with a "tell-it-like-it-is" style, who loves to share his financial wisdom and insights. As the Founder and President of McLaughlin Financial Group, he and his team have been showing retirees how to more fully enjoy their hard-earned retirement dollars and pass on a greater legacy for over 30 years. Bill and his wife live in Wall, New Jersey, where they enjoy the natural beauty of the Jersey coastline.
*Note: Attorneys, financial planners, insurance agents and investment brokers will be charged $500 for this event.