LEAWOOD, Kan., April 20, 2017 /PRNewswire/ Retired executives, professionals and business owners are invited to a free, private briefing to find out how to reduce income taxes and estatetaxes on their IRA, 401(k) andother assets.
"Today's executives, professionals and business owners face significant challenges and obstacles to enjoying the reward for a lifetime of labor and sacrifice that didn't exist even 10 years ago," saidKenneth Burke, CFP.
This new seminar educates and equips retirees against the little-known mistakes and costly missteps that can derail retirement plans. The fast-paced, 77-minute presentation explores the seven major retiree fears and concerns: living too long, running out of money, taxes, inflation, the deficit, health care costs, living without purpose and meaning, and not passing on family values.
More than 44 million Americans over age 65 are facing stiff challenges to retire and stay retired.
"Imagine being 75 years old, in great health, full of life, and running out of money. AARP reported that 2 out of 3 older Americans fear running out of money more than dying. The fear of running out of money is not unfounded," saidCarla Edwards, MBA, PhD.
Besides unnecessary taxes, one of the little known pitfalls is running afoul of IRS retirement account rules. It can cost unsuspecting retirees a bundle. According to Forbes magazine, "Americans paid an estimated $5.8 billion in penalties on retirement account withdrawals. (That'sin additionto the regular tax owed on those withdrawals.)"
In addition, the Wall Street Journal reported that, "Uncle Sam is about to get a lot tougher on individual retirement account mistakesand that could trip up investors who aren't careful."
The seminar will show people how to:
Burke continues, "There will be nothing to buy at this briefing, just valuable and usableinformation. Every attendee will receive a free action guide to help them avoid the most costly retirement mistakes."
Edwards adds, "Educating retirees on how to enjoy freedom in retirement is part of our mission and it's our passion."
The briefings are held at noon and early evening and are by invitation only.
Retirees can register by calling (816) 289-2687.
"We believe that retirees should be better informed about their options. Those who have worked hard for their money and saved for retirement deserve to enjoy greater peace and freedom in retirement, not merely to survive. We hope people take advantage of our free briefings. They are filled with retirement nuggets and tips and attendees have a fun time," they both added.
AboutKen Burke and Carla Edwards:
Kenneth G. Burke, CFP, is a recognized Financial Educator, Author, Speaker and Retirement Income Specialist. Burke is a Contributing Author on the book, "Retire Abundantly." As the Creator of The PAS Financial Confidence Model, Ken has shown successful business owners, executives and professionals how to more fully protect and preserve their hard-earned wealth and to live with confidence in their financial futures for over 20 years. Ken has shared his leadership skills with the Boy Scouts for over two decades. Ken loves music, golf, and travel.
Carla Edwards, MBA, PhD, is a nationally recognized University Professor, Author, Speaker and Retirement Coach. Edwards is a Contributing Author on the book, "Retire Abundantly." Through her diverse training and experience, Edwards brings a unique, multi-disciplinary approach to retirement planning. As a Professor, Psychologist and Researcher, Carla has shared her professional insights and expertise in workshops, seminars, college classrooms, and professional journals, including Regional Business Review and the Journal of Organizational Leadership and Business, among others.
Contact:
Kenneth Burke
816-289-2687
SOURCE Kenneth Burke and Carla Edwards
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