JOIN US FOR A COMPLIMENTARY PRESENTATION

join us for a complimentary dinner event

TAXES IN RETIREMENT

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What You'll Learn

  • Social Security Taxation – Learn how Social Security is taxed and how it affects your tax rate
  • Deductions & Credits – Can you reduce your taxes in retirement using deductions or credits?
  • Roth IRAs & Conversions – Should you convert your IRA or 401(k) to a Roth?
  • Required Minimum Distributions (RMDs) – What are they and how drastic might your taxes increase after age 73?
  • Distribution Strategies – Can you reduce your taxes by changing what accounts you draw your income from?
  • Inheritance Taxes – Learn where taxes for your heirs might be hiding

Featured Speaker

ROB JACOBS, President & Financial Advisor

Rob Jacobs is our president at Airborne Financial Solutions, bringing life to our company that was inspired by his time in the Army. Always a dedicated servant to the public, Rob spends his days meeting with clients, both veterans and non-veterans, to protect their assets and guide them to a more secure retirement.

He currently holds his life and health license as well as his Series 65 registration, giving him many options when it comes to helping clients. Whether they’re looking to grow their assets, protect what they’ve worked so hard to build or efficiently pass their legacy, Rob is always ready to strategize and customize a plan that meets every individual’s unique needs.

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