LIVE EVENT: Taxes in Retirement

Wednesday, April 17, 2024 | 5:30 pm CT

Taxes are inevitable but did you know there are several ways to protect your retirement income from higher taxes?

The myth is that taxes will be lower in retirement, but that is only true with proper tax planning. We're hosting a complimentary workshop entitled "Timing Is Everything".

Here are 3 reasons why you should join us for this workshop on Wednesday, April 17th at 5:30 pm CT.

• Discover ways to pay the minimum in taxes when rolling over your 401(k), 403(b), 457, Thrift Savings or Lump-sum Pension.
• Knowing when and how to withdraw from the right accounts can help keep you from running out of money later in your retirement!
• Making a mistake with your retirement income plan could cost you thousands over your lifetime. Learn some of the most common errors.

If you have any items that you would like us to address during the seminar, please send them to info@keenwealthadvisors.com.

Meet Your Host: Matthew Wilson 

As Chief Investment Officer and President, Matt is responsible for the analysis and allocation of client investment portfolios, and he serves on the executive leadership team. He also works with clients as one of the firm’s most senior financial planners. Matt has been instrumental in delivering upon the strategic objectives of Keen Wealth Advisors and has worked side by side with founder and CEO Bill Keen for over two decades. He began working with Bill in 2002 as an intern and progressed to serving on the operations side of the business to his current position. Matt has a Bachelor’s degree in Accounting/Finance with a Minor in Economics from Rockhurst University. Matt Wilson is a CERTIFIED FINANCIAL PLANNER™ professional.