Date
November 1, 2023
Location:
Ruth’s Chris
2727 E 86th St.
Indianapolis, IN 46240
The Retirement Marathon
Retirement is a marathon, not a sprint! That’s why we host The Retirement Marathon and go over topics like:
- Unique RMD solutions
- Social Security strategies for your age and income
- Creating supplemental streams of income
- The right time to do a Roth conversion
- And more!
Date
November 7, 2023
Location:
Ruth’s Chris
2727 E 86th St.
Indianapolis, IN 46240
The Retirement Marathon
Retirement is a marathon, not a sprint! That’s why we host The Retirement Marathon and go over topics like:
- Unique RMD solutions
- Social Security strategies for your age and income
- Creating supplemental streams of income
- The right time to do a Roth conversion
- And more!
Registration
Services
Retirement is a marathon, not a sprint. That’s why it’s important to have a clearly defined plan for each and every mile and obstacle you might encounter along the way. Absolute Wealth Management is a holistic wealth management, financial planning and tax planning firm that houses professionals for each of your needs. From designing comprehensive financial plans to short- and long-term tax planning to supplemental income planning, we’re ready to help you reclaim absolute decision-making power over your financial life. View each of our services below!
Retirement Income Planning
Retirement Income Planning
The income and distribution phase of a retirement plan is arguably more important than the accumulation phase. We help by designing a plan to create income streams and withdraw from tax-deferred and tax-free accounts to keep you afloat while still providing for your desired lifestyle and working to ensure that you don’t run out of money.
Book an AppointmentTax and Income Planning
Tax & Income Planning
We believe in paying your fair share in taxes, but we also believe it’s important to land more of your hard-earned income in your pocket. That’s why we have tax planners and CPAs to aid with both the short- and long-term planning for the mitigation of your tax obligation. We also work to implement those strategies into your greater holistic financial and retirement plans.
Book an AppointmentRoth Conversions
Roth Conversions
Roth conversions are when you take your tax-deferred retirement funds and convert them to tax-free funds, providing tax-free growth and withdrawals. The problem is that you will owe income taxes on converted funds in the year of the conversion. We can help you time your conversion or series of conversions to get the most of the qualified funds you’ve accumulated.
Book an AppointmentRMD Solutions
RMD Solutions
With the SECURE Act and the SECURE Act 2.0, the rules and regulations for RMDs have been blurred. This can spell disaster for those who may not need them, potentially forcing them to foot a major tax bill. We offer explanation of legislation as well as custom strategies to help you avoid income tax bombs and repurpose your money to provide for you, your family and your dreams.
Book an AppointmentSocial Security
Social Security
Social Security is facing a serious solvency issue, which can be scary for modern retirees, as it figures to play a major role in your income plan for retirement. We can help you develop a strategy to both time your optimal filing date and supplement the gap between your expected Social Security payment and the amount you’ve become accustomed to living off of.
Book an AppointmentStart Today!
Ready to discover absolute power in your wealth strategy and financial plan?
Contact Us
If you’re ready to discover absolute power in your wealth strategy and financial plan, fill out our form below to give us a bit more information about yourself. Then, we’ll reach out shortly to start working with you toward your goals with a solidified plan to reach them!
