Tax Strategy
TOPIC
Tax Strategy to Get the IRS Out of Your Retirement Accounts
SPEAKER
Mary Read, CPC, QPA, CPFA
Are you concerned about the impact taxes will have on your retirement savings and how much you'll leave behind for your beneficiaries? Join us for an insightful seminar that will empower you with strategies to protect and grow your retirement nest egg by minimizing tax exposure.
Key Topics Covered
1. How to Significantly Reduce Taxes: Learn proven techniques to lower your tax burden in retirement, keeping more of your hard-earned retirement savings.
2. Increase Tax-Free Money for Your Beneficiaries: Discover how to pass more wealth to your loved ones tax-free and maximize your legacy.
3. Eliminate Required Minimum Distributions (RMDs): Find out how to avoid mandatory withdrawals from your retirement accounts and keep the IRS at bay.
4. Reduce or Eliminate Stock Market Risk: Explore options that provide stability and protection from market downturns while still growing your retirement.
5. Receive Tax-Free Living Benefits for Chronic or Terminal Illness: Understand how you can access funds for long term or terminal illness needs without jeopardizing your retirement accounts.
Who Should Attend?
• Pre-retirees and retirees seeking tax-efficient strategies to protect their retirement savings.
• Anyone interested in passing more wealth to future generations tax-free.
• Individuals concerned about market risk and looking for ways to ensure a stable financial future.
SPEAKER BIO:
Mary Read, CPR, QPA, CPFA. is a nationally recognized expert in qualified retirement plans, currently serving as National Director of Pension and Protection Planning at Pentegra Retirement Services and partner at M & R Business Development Group. With over 30 years of specialized experience, Mary is a sought-after authority in plan design, compliance, and development. Her extensive career includes roles as a marketing executive, financial professional, pension analyst, and compliance manager for an international corporation.
Before joining Pentegra, Mary was Vice President of Qualified Plan Marketing at National Life Insurance Company, a firm with a 65-year legacy in qualified plan business. In this role, she drove qualified plan sales and supported both career and independent producers.
A distinguished speaker and thought leader, Mary is a frequent contributor to industry publications and has taught pension courses across the U.S. Her expertise is regularly showcased at prestigious events, including national meetings for the Society of Financial Service Professionals, AALU, LIMRA, MDRT, and the Forum 400.
