LAGUNA NIGUEL, Calif., Aug. 29, 2019 /PRNewswire/ -- "It's not what you make that counts. It's what you keep," says Richard Beidl, MBA, RFC®, an internationally-recognized financial educator, author, speaker and wealth advisor, "and there are twelve significant obstacles that keep successful people from enjoying an upgraded lifestyle and leaving a lasting legacy.
"I believe that everyone who has worked hard, sacrificed and saved deserves to know and truly understand the options they have to keep more. That's why we offer the Private Briefing on tax reduction and elimination, so people can keep more."
One hundred years ago, the average American lived 51 years. Today, the average American retires at age 62 and some live to age 100. A recent CNBC article reports that 10,000 men and woman are retiring every day. Retiring is a complex affair these days. Many of the decisions required at retirement are irrevocable, so making the right choices is critical. Staying retired is an even bigger challenge. The fast-paced, 77-minute presentation explores the keys to an abundant retirement; and it educates and equips retirees against the little-known mistakes and costly missteps that can disrupt their plans in retirement. It also covers the 7 major retiree fears and concerns: living too long, running out of money, taxes, inflation, the deficit, health care costs, and not passing on family values; along with the unknown dangers and pitfalls that stand in every retiree's path.
"Most retirees are unaware of the full spectrum of options they have to reduce taxes and fully protect their hard-earned money. Plus, they have never been fully informed about the many dangers and potholes that can derail their retirement. One prime example is running afoul of IRS retirement account rules. They can cost unsuspecting retirees a bundle," says Beidl, Founder and CEO of Matrix Private Wealth Solutions, Inc.
The Wall Street Journal reported, "Uncle Sam is about to get a lot tougher on individual retirement account mistakes?and that could trip up investors who aren't careful." For example, the IRS levied over half a billion dollars in fines in just a two-year period for missed retirement account withdrawals and contributions that break the rules.
The seminar uses real-world examples to show attendees how to create substantial income tax deductions; legally bypass capital gains taxes on stocks, bonds and real estate; and reduce and possibly eliminate income taxes on your IRA and 401(k).
To register for an upcoming Private Briefing, call (949) 418-4141.
"There will be nothing to buy at this seminar and every attendee will receive a free action guide," said Beidl. "I want people to come and learn that they have options to protect and secure their hard-earned savings. People who register and attend will leave knowing exactly what to do next, if anything. We help executives, professionals and business owners enhance their lifestyle and preserve, protect and pass on a lasting legacy. Educating is part of our ongoing mission."
About Richard Beidl, MBA, RFC®
Richard Beidl, MBA, RFC®, an internationally-recognized Financial Educator, Author, Speaker and Wealth Advisor, who you may have seen in ABC, CBS, NBC or Fox network affiliates or in Yahoo Finance, Investing Daily, Pro Active Investors, Wall Street Select, Market Watch, and others. He is a Co-Author of RETIRE ABUNDANTLY ? The Proven Principles To Create A More Worry Free Retirement With Less Stress!
As a Registered Financial Consultant (RFC®) with an MBA from the Massachusetts Institute of Technology (MIT) in Finanial Engineering, Beidl's professional insights from over 30 years of financial experience, have appeared in major publications, including the Wall Street Journal, American Banker, European Management Journal, among others.
As Founder and CEO of Matrix Private Wealth Solutions, Inc., Beidl and his team help executives, professionals and business owners enhance their lifestyle and preserve, protect and pass on a lasting legacy. Richard and his wife, Andrea, enjoy travel, skiing, Broadway shows, and music.
SOURCE Richard Beidl
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