Lewes Public Library Workshop:

How Tax Planning Changes Through Four Stages of Retirement—And What You Need to Do to Reduce Your Tax Bill

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December 14, 2021 at 4:00PM EST
LIVE Workshop at the Lewes Public Library
In this free library workshop, we'll take you through the four stages of retirement—Pre-retirement, Early Retirement, Middle Retirement and Late Retirement— and cover four essential keys to unlocking a successful retirement plan.
In this workshop, we're going to focus on how tax planning changes as you move from one stage of retirement to the next.
Tax planning can feel like a maze at times because different rules and requirements apply at every stage of retirement, but it doesn't have to be that way. Join us for this free workshop and we'll help you navigate the maze and maintain your tax efficiency—through every stage of retirement.
These are the topics we'll be covering during this exclusive, free workshop
Key #1
You have to know what your “after-tax” retirement savings picture looks like BEFORE retiring.
Key #2
Social Security and Medicare have their own "tax traps" and you need to plan for them, too.
Key #3
You must plan how and when you will use taxable, tax-deferred, and tax-free assets to manage your income and tax brackets efficiently.
Key #4
Organize your assets for your family’s benefit—estate planning still matters!
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Meet Your Host for this Event
Kenneth Reese

Kenneth Reese graduated from Penn State University in 2008 where he enjoyed studies in finance and law. He graduated with a bachelor degree in Political Science with a Business minor but decided to pursue a career as a CERTIFIED FINANCIAL PLANNER practitioner incorporating his passion for finance into his career path. His ten years of wealth management experience come from both a bank and a boutique planning environment. Ken continued to deepen his financial planning knowledge by earning several designations including becoming a ChFC (Chartered Financial Consultant), a CLU (Chartered Life Underwriter), which are both awarded by the American College and an Enrolled Agent, awarded by the Internal Revenue Service acknowledging his in-depth knowledge of individual taxation, corporate and partnership taxation and Circular 230 regulations, the ethics and rules governing the IRS practices. Ken is now working on obtaining his Master’s Degree in Financial Services.

Ken works with business owners, professionals, retirees, and pre-retirees to develop tax centered financial planning strategies that incorporate cash flow analysis, portfolio management, and risk management into one comprehensive plan that is easy to understand and implement. This process requires closely working with his clients’ other trusted accounting, banking, and legal advisors. Ken transitioned to Black Diamond Financial Solutions because of the firm’s long term vision which is centered on comprehensive planning and truly being a family’s trusted lifetime advisor. Ken appreciates that the planners at Black Diamond Financial Solutions are not looking for clients right now; instead, they are looking for clients for life. The most important thing to Ken is making sure his clients are confident, comfortable, and in control of their finances.

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