How Tax Planning Changes Through Four Stages of Retirement

Join us as guest presenter Steve Lubart, CPA, alongside KCA advisors Brian Kennedy and Vince Catalano, to discuss taxes, retirement, and important estate and trust planning strategies to consider keeping more of your life savings by paying less in taxes.

Highlights of this presentation include:

Tax consequences on IRAs

The difference between Traditional vs. Roth

Why you will pay MORE taxes when you retire, and what you can do about it

The four retirement surprises that can have a dramatic impact on your life savings

Income, Capital Gains, and Estate Taxes --Your Federal and State tax requirements

Register now and join us for this important conversation, especially during a time of increasing tax rates.
 

Featured Speakers:

Brian C. Kennedy, AIF®, AEP®, ChFC®, CRPC®, CMFC®, CLTC®, LUTCF® 
Wealth Planning Advisor 

With over 28 years of financial, business, investment, estate, and insurance planning experience, Brian Kennedy delivers the high-caliber level of commitment and experience necessary to create financial planning strategies and translate them into actionable steps towards a successful outcome. He values relationships and believes that a successful engagement can only be realized through a shared vision, goals, and understanding of your core values.

Vincent J. Catalano, AIF®, CRPC®, CLTC® 
Wealth Planning Advisor

Vince learned about the economy and business from a very young age. He also learned the value of taking great care of his clients.  As a Financial Planner and Advisor with over 16 years of experience, he brings a deep understanding of their needs and the skills to help them overcome life's greatest financial risks.

Steve Lubart
CPA

Steve has 25 years of experience providing accounting, tax, and consulting services to a variety of closely-held and family-owned businesses, new business start-ups, and individuals. His industry specialties include retail, professional services, real estate, and healthcare, including veterinary and dentistry practices.

In addition to his client responsibilities, Steve provides local leadership as the Member-in-Charge of the Camp Hill office. He also serves as Chair of the firm’s Practice Development Committee.

KCA and Concourse Financial Group Securities, Inc. do not provide tax advice to contact an attorney or CPA.