The Taxpayer Life Cycle: Planning for Tax Changes Between Working, Retiring, and Passing on Your Wealth

The Life Cycle of Tax Payers: How Tax Impacts Change Between Working, Retiring, and Passing on Your Wealth

Are you working? Already enjoying retirement? Wanting to plan for your legacy while you are still in good health?

We invite you to attend an insightful tax planning workshop hosted by Mach 1 Financial Group. At this educational event, we will discuss how tax impacts can change between the phases of a taxpayer’s life – working, retiring, and passing on your wealth.

Location: Northwest Arkansas Community College Oak Classroom (1 College Dr, Bentonville, AR 72712)

Date and Time: Tuesday, October 13th from 6:00 - 8:00 PM (light refreshments will be served!)

Speakers

• Matt Walters, CFP ® - CEO of Mach 1 Financial Group
• Will Martens, CPA - Director of Tax Planning at Mach 1 Financial Group
• Eli Freeman, CFP ® - Vice President of Financial Planning at Mach 1 Financial Group

At this event, we will discuss...

• Tax considerations for working professionals, retirees, or those planning for their legacy
• The difference between focusing on total lifetime taxation versus just this tax year
• How current tax rules affect planning considerations involving Roth IRAs, Traditional IRAs, and other tax-sensitive strategies
• How Social Security taxes and capital gains taxes affect retirees
• How taxes could affect your legacy through spousal taxation, married-filing-jointly to single tax filing transitions, and taxation upon death.
• Pitfalls, myths, and over-complications are common to each phase of the Tax Life Cycle.
• Tax planning strategies that Mach 1 Financial Group has reviewed with current clients

After the event, you will receive... 

•  Attendees will have the opportunity to receive a complimentary tax overview. This visual breakdown puts your income sources, deductions and expected taxes into an easy-to-understand format*
• If you are not already a client of Mach 1 Financial Group, you will have the ability to schedule a one-one-one introductory meeting between you and a financial advisor to discuss individualized questions related to the topics covered in this workshop.

Educational Only | No Solicitation | disclosures.mach1fg.com | 479.876.2100

*Tax overview provided is for educational purposes only. This report includes insights and observations for your personal consideration.