YOUR SPEAKER
Christopher K. Abts, is the President of Cornerstone Retirement Group, INC a company specializing in comprehensive retirement planning strategies for individuals, business owners, and professionals. His primary focus is in retirement planning, wealth preservation and estate planning and has helped hundreds of clients prepare for retirement through his proprietary planning process.
Chris is a Registered Investment Advisor, licensed insurance agent, and holds a Series 65. He is a Chartered Retirement Planning Counselor through the College for Financial Planning, a Certified Estate Planner through the National Institute of Estate Planning and he is a member of the National Association of Insurance and Financial Advisors.
Chris is the author of Redefining Retirement and is routinely sought after by national and local media. As a financial guest commentator, he has appeared on CNBC, Fox News, The Wall Street Journal, Smart Money Magazine, Yahoo Finance, and TheStreet.com. Chris is host of Redefining Retirement on KTVN Channel 2 News and is regularly featured on their Wednesday morning Money Watch. Senior Market Advisor Magazine named him one of the Top 5 Retirement advisors in the nation.
Chris, his wife Julia, and their three children reside in Reno, Nevada.
Washington did it again! If last year’s tax increases weren’t enough, over 40 tax changes were made for the tax year of 2014. Which ones affect you and do you know how to take advantage of them?
There are ways to reduce or avoid any unnecessary federal, state or local taxes. Whether you find yourself nearing retirement or in retirement, planning ahead for taxes during this stage of your life can cut your retirement taxes considerably with some careful retirement tax planning.
This event will cover:
- Key differences between retirement income and net income.
- How to stay “tax-smart” by taking income from the right assets at the right time.
- Understanding the tax liability on your Social Security.
- Sound strategies for handling an inherited IRA.
- How and when you might want your Required Minimum Distributions.
- The pros and cons of converting your IRA into a Roth IRA.
We encourage you and those you know to join us on March 20 from 5:30-6:30 p.m. at The Hyatt in Reno for an Evening with the Author, Christopher Abts, to learn common tax related mistakes in retirement and the strategies you can use to take advantage of them!
To attend, call our office at (775) 853-9033 or register by clicking the button below.