Plan for zero taxes in retirement

RSVP today to see how you can minimize your taxes in retirement

As Seen On

Retirees today are about to be hit with tax burdens that could derail their retirement…

What’s worse is many don’t even see it coming.

There is still time to avoid these potential problems!

What you will learn:

  • What to do about the current tax rate changes (and potential future tax rate increases)
  • How to use recent tax law changes to your advantage while they are still available
  • Why $2+ trillion relief act could negatively affect your retirement for decades to come (and what to do about it)
  • How to position your pre-tax accounts (401k, 403b, IRA, etc.) before taxes go up
  • How to take tax-efficient income in retirement (and plan for zero taxes in retirement)

RSVP for this timely event!

Holiday Inn & Suites – Medina

(5185 Gateway Dr, Medina, OH 44256)

Tuesday, January 19 @ 6:30 PM

Or

Thursday, January 21 @ 6:30 PM

There is no cost to attend this event. Attendees must be 55 years or older and have at least $250,000 of investible assets.

RSVP While Seats Are Still Available

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Meet Ben Schrock

Meet Ben Schrock

President of BA Schrock Financial Group

Since 2012, Ben has been helping folks in Ohio retire unlock their financial future and retire with confidence. He enjoys working one-on-one with individuals and families to help them create the financial plans they need to live out their retirement years with confidence and comfort.

In his free time, Ben enjoys spending time with his wife, son and schnauzer-poodle puppy. When he’s not with family, he likes being with friends, volunteering, watching football, golfing, playing basketball, traveling, fishing and hunting.

FAQs

Does it cost to attend?

Nope. The event is complimentary for those who are 55 years or older and have at least $250,000 of assets saved up for retirement.

Who should attend this event?

Anyone between the ages of 55 and 70 years old who has funds in a 401k, 403b, 457, or in an IRA should attend this event. If taxes go up, those who have these types of accounts will probably be negatively affected, unless deliberate planning is done soon.

Is this a sales pitch?

The intention of this event is to raise awareness of the problems retirees and pre-retirees may face in the future in regards to their pre-tax accounts (401ks, 403bs, 457s, IRAs, etc) and to present solutions that you can begin to implement today. 

There will be an offer to visit with Ben Schrock, or an advisor at BA Schrock Financial Group to discuss how to implement these strategies in regards to individual situations. However, it is not required to take this offer.

The contents of the presentation are intended to offer value and application regardless of whether or not the offer is accepted. 

Are Ben Schrock And The Advisors at BA Schrock FG Fiduciaries

Yes. They hold series 65 licenses and insurance licenses to be able to offer you whatever is in your best interest. BA Schrock FG is set up as a Registered Investment Advisory (RIA), which means they are independent. 

Are Ben Schrock And The Advisors at BA Schrock FG CPAs

No. Ben and the advisors at BA Schrock Financial Group are registered investment advisors who specialize in tax minimization investment strategies. Most retirees and pre-retirees who use these services also consult with their CPA as a team.