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DTSTART;TZID=America/Los_Angeles:20250807T183000
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DTSTAMP:20260501T055008
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UID:1476-1754591400-1754595000@providencefinancialradio.com
SUMMARY:RMD Rules and Tax Strategies: Maximize Your Retirement Savings - Webinar with Anthony Saccaro\, ChFC\, Esq.
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew Tax Laws and recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial; however\, you must make sure you are working with the most current and up-to-date information so you can help avoid costly mistakes. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs of 2022\, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 73. The new provisions can be complex\, with unforgiving consequences. If you make one small error\, you and/or your heirs could be hit with severe penalties. This presentation will bring clarity to how the new changes impact your retirement and how to help avoid IRS problems. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis webinar will be presented by Anthony A. Saccaro\, ChFC\, Esq. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.
URL:https://providencefinancialradio.com/event/rmd-rules-and-tax-strategies-maximize-your-retirement-savings-webinar-with-anthony-saccaro-chfc-esq-4/
ORGANIZER;CN="Providence Financial & Insurance Services":MAILTO:info@providencefinancialinc.com
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DTSTART;TZID=America/Los_Angeles:20250814T183000
DTEND;TZID=America/Los_Angeles:20250814T193000
DTSTAMP:20260501T055008
CREATED:20250807T194224Z
LAST-MODIFIED:20250807T194224Z
UID:1479-1755196200-1755199800@providencefinancialradio.com
SUMMARY:Savvy Social Security Planning: Stay Updated and Secure Your Benefits - Webinar with Anthony Saccaro\, ChFC\, Esq.
DESCRIPTION:Find out how claiming your Social Security benefits at the right time could mean an extra $100\,000 over your lifetime!\n\n\n\nNew laws and proposed changes to Social Security have the potential to impact your benefits and quality of life during retirement. In a world where suddenly there is so much more uncertainty\, instability and risk\, how we think about retirement may change. In these uncertain times certain strategies could become essential:\n\n\n\n\n\n how to help avoid personal disaster in the face of wild market dips\n\n\n how to avoid a health care financial calamity with elevated health risks\n\n\n 3 timeless techniques to a more stable income amid global disruption\n\n\n how to optimize your Social Security income to help secure your income base\n\n\n strategies to help prevent taxes from taking 30% of your savings\n\n\n how the decisions and policies of the current administration may impact your retirement income\n\n\n how to help reduce taxation on your Social Security after you start receiving your benefits\n\n\n how two special claiming strategies may increase your total benefits\n\n\n how married couples may avoid missing out on substantial benefits\n\n\n how to receive benefits from an ex-spouse\n\n\nThis webinar will be presented by Anthony A. Saccaro\, ChFC\, Esq. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.
URL:https://providencefinancialradio.com/event/savvy-social-security-planning-stay-updated-and-secure-your-benefits-webinar-with-anthony-saccaro-chfc-esq/
ORGANIZER;CN="Providence Financial & Insurance Services":MAILTO:info@providencefinancialinc.com
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DTSTART;TZID=America/Los_Angeles:20250821T183000
DTEND;TZID=America/Los_Angeles:20250821T193000
DTSTAMP:20260501T055008
CREATED:20250807T200341Z
LAST-MODIFIED:20250807T200421Z
UID:1482-1755801000-1755804600@providencefinancialradio.com
SUMMARY:Thriving in Retirement: 10 Mistakes to Avoid - Webinar with Anthony Saccaro\, ChFC\, Esq.
DESCRIPTION:Is Your Retirement on Track? Find out what you may be overlooking: \n– Avoid Costly Penalties and Taxes: Stay informed on recent RMD changes with our guidance to avoid penalties and tax issues\, protecting your retirement savings. \n– Stay Current with Evolving Regulations: Learn about the latest changes in regulations and rules affecting your retirement accounts to ensure you’re making the most informed decisions. \n– Receive Expert Insights and Personalized Advice: Benefit from advice directly from financial experts\, who can provide clarity on complex topics and answer your specific questions for better financial planning. \nThis webinar will be taught by Anthony Saccaro\, ChFC\, Esq. \nAttendance is FREE but registration is required. Call us at (818) 887-6443 to register.
URL:https://providencefinancialradio.com/event/thriving-in-retirement-10-mistakes-to-avoid-webinar-with-anthony-a-saccaro-chfc-esq/
ORGANIZER;CN="Providence Financial & Insurance Services":MAILTO:info@providencefinancialinc.com
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