Taxes and Your Retirement Workshop
Learn and discuss:
- Tax-Advantaged Accounts and Products
- Withdrawal Strategies
- When and if you can do a ROTH Conversion
- Medicare premiums that act like a tax
- Social Security and Provisional Income
- Secure Act of 2019 and the tax change results
Check back later for upcoming events.
Watch Our Story
Preparing for retirement? Don't skip these 10 things!
This 4-page guide will walk you through some of the most important things to consider as you prepare your strategy for retirement.
Get Started With Our
Capstar Redline Report
What do you want your retirement to look like? We help you define what’s most important.
We examine your current financial situation and determine your retirement income needs.
We prepare a tailor-made financial strategy to help you pursue your unique retirement goals.
We meet with you regularly to discuss how well your strategy is working — and whether any changes are needed.
“My goal is to help protect clients from the risks of inflation, market downturns, unnecessary taxes and incapacity costs.”
Owner of CapStar Financial
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Listen weekly to “Financial Wise” Saturdays at 1:30 p.m. and Sundays at 8:30 a.m. on Talk Radio 1370 AM.