A Concise Guide to Taxes in Retirement: The Webinar
A CONCISE GUIDE TO TAXES IN RETIREMENT: THE WEBINAR
WHAT you will learn from this WEBINAR
To register for the webinar fill out the form. You will be redirected to the webinar landing page.
The live webinar was recorded on December 11th. To view the webinar, fill out the form and you will be directed to the webinar landing page.
Examples will be shown that demonstrate changes that you can make to enhance your situation. I look forward to seeing you there.
Discipline, common sense, and adaptability characterize Senior Vice President Jason McBride’s approach to client care. His philosophy is that having a strategy and a plan are paramount to making progress in life, financial and otherwise.
Jason concerns himself with the overall financial well-being of the people he works with, helping them understand ways to achieve long term stability of their income and principal, and implementing common sense yet highly sophisticated strategies. He is dedicated to helping his clients make informed and carefully considered investment decisions to enhance their financial strength.
He believes that too many advisors continue to focus on only one aspect of investing—the accumulation of assets, while many investors today are more concerned about how to protect existing assets to provide certainty through retirement and beyond. Today, Jason employs a comprehensive approach to investing that combines the most powerful features of income protection, portfolio construction, true diversification, and risk management.
With nearly two decades of experience in the financial services industry, Bruce has the expertise to provide a comprehensive analysis of each client’s retirement picture, with a particular strength in the area of the ever-changing tax issues surrounding retirement strategies. Bruce’s relaxed style, his responsiveness, and his careful monitoring and timely adjustments to his clients’ retirement plans won him the honor as one of the “Top Wealth Managers in Denver” by 5280 Magazine in 2013 and 2014.
Bruce is a featured speaker at Presidential Wealth Management workshops and even provides continuing education to tax preparers. Bruce is a certified National Social Security Advisor. He is the “go-to” guy in the office for federal benefits issues, pension analysis, and special needs planning for disabled adults and children.
A 1988 University of Wyoming graduate with an accounting degree, Bruce grew up on a Wyoming ranch and is proud of his many ranching experiences. He lives with his wife, Cindy, and their two children, Ginny and Charlie.
Bruce is also a published author. You can find his book, A Concise Guide to Taxes in Retirement, on Amazon in print or e-book format. It’s a no-nonsense overview of common tax situations one might face in retirement.