Tax Strategies to Maximize Your Retirement Savings
It’s all too easy to focus on saving as much as possible for retirement, while ignoring the damage taxes can do to your bottom line. Between tax-deferred savings, required minimum distributions, Social Security income, and fewer deductions than during your child-raising or mortgage-paying years, you may find yourself owing Uncle Sam more than you imagine. Add the recent changes to tax legislation and one thing is clear — you need a plan. Learn best practices for navigating the complicated tax world during retirement, as well as making the most of your hard-earned savings.
Minnetonka Community Center
Wednesday, March 21
6:30 — 8 p.m.
14600 Minnetonka Blvd
Minnetonka, MN 55345
Principal Seth Meisler joined Affiance Financial in May, 2007, and became a partner in January, 2012. He helps clients work toward their financial goals by offering strategic financial planning, tax planning, and investment management solutions.
Seth belongs to several industry organizations. These include the Financial Planning Association of Minnesota, the CFA (Chartered Financial Analyst) Society Minnesota, the Minnesota Society of Certified Public Accountants (MN CPA), and the American Institute of Certified Public Accountants (AICPA). As part of the MN CPA, Seth serves as a member of the Personal Financial Planning Conference Committee.
In addition, Seth is an active philanthropist. In 2006, he was recognized by President George W. Bush for his commitment to the community, which included starting an elementary school in Chicago. Today, he serves on the boards of the Amos and Celia Heilicher Minneapolis Jewish Day School and Beth El Synagogue.
For more information, please contact Tyler at firstname.lastname@example.org or (952) 544-9818
Please Note: Affiance Financial does not serve as an accountant and no portion of this seminar should be construed as same. Accordingly, we do not prepare tax returns. To the extent requested, we may recommend the services of other accounting professionals.