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STRATEGIES TO REDUCE YOUR TAXES IN RETIREMENT

Understand The Impact Of Taxes On Your Retirement Income And Discover Strategies To Minimize Your Tax Burden In The Years Ahead.

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What You'll Learn

  • Retirement Income: Approaches to help support consistent income in retirement.
  • Market Volatility: Post-election market reactions and what that means for your long-term strategy.
  • Inflation and Cost-of Living: Can you protect your retirement assets from inflationary impacts?
  • Healthcare Costs: Will there be increases and how much can you really expect to pay?
  • Roth and Tax-free Legacy Planning: Securing your legacy for generations.

Featured Speaker

Jeffrey von Kienast, CFF, Founder/Chief Strategy Officer

Jeffrey von Kienast started High Point Retirement because he saw how many retirees were left guessing when it came to their income, investments, and taxes. “My goal in establishing this firm is to give people a clear, step-by-step path through retirement—with income that lasts, growth without unnecessary risk, and a plan that keeps more money in their pocket through tax efficiency. I also believe legacy matters, so we work to make sure our clients can pass on their wealth to family in a way that’s smooth, intentional, and tax-smart,” Jeffrey says.

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