Gaining Tax Clarity

Taxes can be one of our largest expenses in retirement, and we often see that it has not been addressed when reviewing a person's planning.  Join us for this informative program on taxes in retirement. There is too much packed into this class to list everything we will touch on, but you will find a sample below.

  • Understanding Current Tax Legislation.

  • What is my marginal tax rate, and why does it matter to my planning?

  • We will discuss the interactions between different income types.

  • Strategies that may reduce lifetime taxes

  • Steve Aul -President & CEO of Aul Financial Group

    ChFC®,CLU®, RICP, IAR -- Known to his colleagues and clients as a seasoned and experienced independent financial professional, he regularly conducts financial workshops and hosts “The Aul Financial Hour — Your Money Matters” radio show on KMOX 1120 AM every Saturday at 7AM. Steve has also co-written articles for CNN Money, Fortune, and Forbes.

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