Financial Essentials

Upcoming Events

Taxes in Retirement

Taxes in Retirement

November 28, 2023 at 11:00 am or
November 29, 2023 6:30 pm
at Financial Essentials
455 Pittsburgh Road; Butler, PA 16002

A look at the 6 main tax traps in retirement and strategies to avoid.


(Did you know that Medicare rates can rise when you hit age 75 due to RMDs?)

This education series is too important to go alone. Please bring a friend!

We have started the 2024 education series early. Learn what tax strategy is now number one in the arsenal of asset growth.

There are serious changes coming such as increasing taxes January 2026 to all wage earners as the tax plan reverts.
Pennsylvania legislature is constructing a forced retirement plan of 5% on all workers called Keystone Saves. The State Legislature is also considering a mandated long term care plan modeled after what Washington State and 16 other states have in place.
Planning has never been more important to safeguarding your retirement nest egg!

We will explore strategies that show why retirement accumulation strategies are nothing like getting paychecks from your savings. Take that IRA at the wrong time, and you could cause more taxes.


Check out our gallery for photos of past events.