Past events

Creating Tax-Free Retirement Income

PDT

You must RSVP to receive access credentials for this event or seminar.

Erin Scannell, Private Wealth Advisor, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor, CFP®, CLU®, ChFC®, AAMS® - Heritage Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Heritage Wealth Advisors

The key to influencing your tax burden is to diversify your income sources. That’s because ordinary income (W2, 1099, etc.) is taxed at a higher rate than any other source—and it’s why most Americans, regardless of their net worth, generally have a higher tax rate than most billionaires. Their wealth is generated through things like capital gains, dividends, and real estate interest, which all have lower tax implications than ordinary income; and they have an intentional tax plan that adjusts where they invest.

Diversifying money based on the way it will be taxed is a critical step in developing an effective tax strategy. That’s why with our clients, we’re focused on how to better take control over the taxes they pay on that income—specifically by help creating streams of income that are tax-free.

We’ll discuss this in detail in our virtual Creating Tax-Free Retirement Income workshop, including:

• Investments that may provide recession-proof income

• 3 vehicles that may provide Tax-Free Retirement Income

• While Roth IRAs have contribution limits of $7,500/year, learn which other vehicles have no limits

There is no cost or obligation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

8857649ACMR0426

Knowledge is power - Financial strategies for women

PDT

You must RSVP to receive access credentials for this event or seminar.

Melanie Finkle, Financial Advisor - Heritage Wealth Advisors

Heritage Wealth Advisors

During this complimentary session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help. We’ll discuss the income gap women often face and how to plan for a longer lifespan, manage multiple roles and responsibilities at home, work and in the community, and finally how to approach life changes and unexpected events.
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.

Preparing for taxes in retirement

PST

You must RSVP to receive access credentials for this event or seminar.

Melanie Finkle, Financial Advisor - Heritage Wealth Advisors

Heritage Wealth Advisors

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement.
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.