Investment Tax Webinar
3 Proven Ways Retirees Pay Less Tax on Their Investments
(and how you can too!)
Your Investments Could Be Causing More Taxes Than You Know
If you own pre-tax IRAs, retirement plans, Roth IRAs, joint or individual accounts, you have a great opportunity to pay less tax and keep more of your wealth. This is especially true if you own more than one type of these accounts.
The big challenge for many retirees is using the tax rules for each account to their advantage. Not doing this can cause more income tax for you and your heirs and less wealth built for you and your family. The good thing is, you don’t have to be a tax expert to get it right and pay less tax!
Join us to learn 3 simple and proven ways you can pay less unnecessary tax and keep more of the wealth you’ve built
When: Tuesday, June 16 at 6:00 PM
Where: Live Zoom webinar
No cost to attend • 60 minutes including Q&A • A replay link will be provided for all registrants
What You'll Learn: 3 Ways To Pay Less Tax on Your Investment in Retirement
During this 60-minute session, you’ll learn how tax-smart retirees can maximize their wealth by simply using the tax rules of their accounts to their benefit by:
Placing Right Investments in the Right Account
Many investors focus on portfolio growth but overlook how different accounts and investments are taxed. Without coordination, you may pay more in taxes when you withdraw funds.
Paying Less Tax on Investment Income
Your investments can cause you tax every year when dividends, interest and gains are paid and when you make withdraws. Being strategic can help you keep these returns with less tax impact.
Sheltering Investment Growth from Taxes
You want your investments to grow and to keep as much of that growth as possible. Your investments with the most growth potential should be held in accounts with the most tax benefits.
In this educational webinar, we’ll simplify the tax rules of your retirement and investment accounts and show you how to use them to your advantage.
Is This Webinar Right For You?
Taxes can quietly have a big impact on your investment growth without you even realizing it. This is especially true when you own different types of accounts like IRAs, Roth IRAs and after-tax accounts. Each have their own tax rules and strategies for minimizing taxes.
Often, retirees who have saved significant money are the most at risk of paying too much tax on their investments in retirement. Now is the best time to make sure you keep as much of your wealth as possible.
This session is designed for you if:
- You own retirement accounts, IRAs, Roth IRAs and joint/individual accounts with a total value of over $1 million
- You want to pay less tax on your wealth in retirement
- You want to better understand how investment decisions affect taxes
- You want to be less passive and more in control of the taxes you pay in retirement
Join us to learn strategies for paying less taxes and how tax-smart decisions today can protect and grow your wealth in the future. Whether you’re just starting to consider taxes in your planning or looking to refine your current strategy, this webinar will provide actionable insights to help you make smarter tax and investment choices.
Hosted by Personal Wealth Advisory
Andrew Barninger is a partner and certified financial planner with Personal Wealth Advisory, LLC (PWA), where he helps individuals and families create tax-aware investment strategies tailored to their unique goals. His background in finance and commitment to practical, easy-to-understand guidance make him a trusted guide for those navigating complex tax and investment decisions.
Personal Wealth Advisory works with individuals and families who want thoughtful, tax-aware financial planning. Our team helps clients coordinate investments, rollovers, optimization, and withdrawal strategies so their money supports the life they want today — and the legacy they hope to leave tomorrow.
Ready to Take Control of Your Taxes in Retirement?
You’ve worked hard to build your wealth. Now it’s time to learn how to keep more of it.
Reserve your spot for our June 16 webinar and take control of your financial future.
This information is provided for general purposes and is subject to change without notice. This information is not tax or legal advice. The information does not represent, warrant or imply that services, strategies or methods of analysis offered can or will predict future results, identify market tops or bottoms or insulate investors from losses. All types of investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Before acting on this information, consult your Financial Advisor for individual financial advice based on your personal circumstances.
Securities offered through Geneos Wealth Management, Inc. / Member FINRA/SIPC. Advisory Services offered through Personal Wealth Advisory, LLC and Geneos Wealth Management, Inc a Registered Investment Advisor.