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Tax Free Retirement Strategies for Small Business Owners

August 10, 2023 @ 12:00 pm - 1:00 pm

Topic: Tax Planning

The Speaker Eva Scott will review the different retirement plans available for entrepreneurs and explain the pros and cons of qualified versus non qualified plans. We will review the options of Saving for retirement with pre tax or after tax contributions and what it will mean in the future. A brief and basic explanation of the impending financial crisis brought on by the exponential growth of the US National Debt. How retirees can be impacted by the combination of bearish markets and increasing taxation. We will discuss the steps and proactive measures Baby Boomers can take to protect their retirement plans from the crush of higher taxes.

Key Takeaways:

  • The three different retirement buckets and the ideal balance to have in each one of them. Taxable bucket, tax deferred bucket and tax free bucket.
  • Social Security is a tax coming out of your paycheck now and how to keep it from being taxed in retirement.
  • How to reach zero tax liability in retirement
  • How to start saving in a tax free retirement plan? Is the Roth IRA, Roth 401K or LIRP right for you?

By registering for this webinar you are allowing the UMWSBDC to share your information with the speaker of the event.

Speaker(s): Eva Scott is a Financial strategist with 20 years of experience in Financial services. She is a member of NAIFA (National Association of Insurance and Financial Advisors) and has worked In the DMV area for the last 10 years with Premier Financial Alliance. Eva enjoys working with business owners and individuals starting their retirement savings journey by designing a suitable and manageable platform of benefit plans and tax free retirement strategies. She also helps retirees move and protect their accumulated savings from TSPs or 401K into safe and predictable accounts where they will not lose value in market downturns as the goal is asset preservation. Top producer in her company in the field of Fixed and Indexed annuities, a solution for market declines at retirement and the assurance of creating a lifetime income you cannot outlive. Eva also works with young families setting up college saving plans that are more flexible have higher returns and utility than the traditional 529 state sponsored plans.


Fee: No Cost


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August 10, 2023
12:00 pm - 1:00 pm


University of Mary Washington SBDC
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