Date & Time
Tuesday, June 3rd
Or
Thursday, June 5th
At 6:00PM
Location:
Hussey-Mayfield Memorial Public Library
Lora Hussey Room
250 N 5th St
Zionsville, IN 46077
Retirement Puzzle - Social Security Maximization & Tax Efficiency
Please join your host, William Gonzales, with Absolute Wealth Management for this informative event. He has a decade of experience in the financial services industry and holds a Series 65 registration and a life and annuity license.
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Discover how the new Federal Tax Legislation may cost your family thousands in tax dollars and what you can do about it.
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How to reduce taxation on your Social Security after you start receiving your benefits.
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How you can potentially fill the gap between Social Security and your desired Retirement Income.
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How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
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Potentially pay far less on your retirement income.
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How married couples can avoid missing out on substantial benefits.
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How to plan Social Security with all other sources of retirement income.
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How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
Services
Retirement is a marathon, not a sprint. That’s why it’s important to have a clearly defined plan for each and every mile and obstacle you might encounter along the way. Absolute Wealth Management is a holistic wealth management, financial planning and tax planning firm that houses professionals for each of your needs. From designing comprehensive financial plans to short- and long-term tax planning to supplemental income planning, we’re ready to help you reclaim absolute decision-making power over your financial life. View each of our services below!
Retirement Income Planning
Retirement Income Planning
The income and distribution phase of a retirement plan is arguably more important than the accumulation phase. We help by designing a plan to create income streams and withdraw from tax-deferred and tax-free accounts to keep you afloat while still providing for your desired lifestyle and working to ensure that you don’t run out of money.
Tax and Income Planning
Tax & Income Planning
We believe in paying your fair share in taxes, but we also believe it’s important to land more of your hard-earned income in your pocket. That’s why we have tax planners and CPAs to aid with both the short- and long-term planning for the mitigation of your tax obligation. We also work to implement those strategies into your greater holistic financial and retirement plans.
Roth Conversions
Roth Conversions
Roth conversions are when you take your tax-deferred retirement funds and convert them to tax-free funds, providing tax-free growth and withdrawals. The problem is that you will owe income taxes on converted funds in the year of the conversion. We can help you time your conversion or series of conversions to get the most of the qualified funds you’ve accumulated.
RMD Solutions
RMD Solutions
With the SECURE Act and the SECURE Act 2.0, the rules and regulations for RMDs have been blurred. This can spell disaster for those who may not need them, potentially forcing them to foot a major tax bill. We offer explanation of legislation as well as custom strategies to help you avoid income tax bombs and repurpose your money to provide for you, your family and your dreams.
Social Security
Social Security
Social Security is facing a serious solvency issue, which can be scary for modern retirees, as it figures to play a major role in your income plan for retirement. We can help you develop a strategy to both time your optimal filing date and supplement the gap between your expected Social Security payment and the amount you’ve become accustomed to living off of.
Start Today!
Ready to discover absolute power in your wealth strategy and financial plan?
5875 Castle Creek Pkwy N Dr., Suite 300 | Indianapolis, IN 46250 | (317) 288-0634
Contact Us
If you’re ready to discover absolute power in your wealth strategy and financial plan, fill out our form below to give us a bit more information about yourself. Then, we’ll reach out shortly to start working with you toward your goals with a solidified plan to reach them!
