Hall Wealth Management Group Presents

How Tax Planning Changes Through Four Stages of Retirement

RSVP

Long Beach, CA

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RSVP by November 5th to receive a copy of Ed Slott’s #1 best-selling retirement book "The New Retirement Savings Time Bomb"

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Light refreshments will be served & you will walk away with Andrei Hall’s “How Tax Planning Changes Through The 4 Stages of retirement” guide & Ed Slott’s “The New Retirement Savings Time Bomb”

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^{Attendee’s who RSVP will walk away with a copy of Ed Slott’s #1 best-selling retirement book "The New Retirement Savings Time Bomb" hailed as "the best source of IRA advice" by the}^{Wall Street Journal}^{and Andrei Hall’s “How Tax Planning Changes Through The 4 Stages of retirement” guide.}

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^{RSVP & attending this event is required to receive Ed Slott’s “The New Retirement Savings Time Bomb” book & Andrei Hall’s Retirement Guide.}

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Tax planning in retirement is harder than you think. Find out how! Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy.

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In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. You need a retirement tax strategy that will:

Identify the types of taxes you will face at various stages
Address how taxes impact Social Security and Medicare
Plan when to tap different accounts so you don’t overpay taxes

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Attend this complimentary workshop and you will learn:

The critical tax question you must answer BEFORE retirement
The surprises that often make retirement more expensive
What the Social Security “tax trap” is and how you can avoid it
Why tapping assets in the wrong order can trigger higher Medicare premiums
Why you need to manage taxes even before you retire
The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
Mistakes to avoid when it comes to your investment portfolio, health care, and estate

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Hosted by:

Andrei Hall, CFP® CRPC®

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Date and Time:

November, 9th 2022, 1 PM PT

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Location:

Bay Shore Library

195 Bay Shore Ave, Long Beach, CA 90803

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Ways to RSVP:

‍RSVP Form ‍
Facebook Event Page ‍
LinkedIn Event Page‍
Email us directly at andrei.hall@lpl.com or natasha.mcpherson@lpl.com ‍
Call: 949-222-6401
Text: 949-449-1230

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Disclosure

Andrei Hall is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

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RSVP & attending this event is required to receive Ed Slott’s “The New Retirement Savings Time Bomb” book & Andrei Hall’s Retirement Guide.

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Andrei S. Hall, CFP®, CRPC®

President, Hall Wealth Management Group

CERTIFIED FINANCIAL PLANNER™
CFP®

Chartered Retirement Planning Counselor℠ CRPC®

Andrei Hall's journey to becoming President of Hall Wealth Management, a Certified Financial Planner, and Chartered Retirement Planning Counselor is not just about professional accomplishments but also an emotional one.

Growing up in a blue-collar family, Andrei witnessed the struggle and sacrifice that his parents had to go through to provide him with opportunities for a better life. His father, a Navy serviceman, carried a bullet in his leg for the duration of his life, while his mother worked tirelessly as a housekeeper, often traveling for hours by bus to make ends meet.

These early life experiences instilled in Andrei the values of character, integrity, and compassion. Andrei made a promise to his parents that they would never struggle again. Andrei carried this promise with him throughout his life & career.

Andrei ascended the ranks of the corporate world at Xerox, subsequently attaining the position of Vice President and then Corporate Officer at another illustrious enterprise-- all while concurrently thriving as a successful small business owner and real estate investor.

Andrei was compelled to help others following several sudden and untimely losses of family members suffered by his employees. He devoted himself to the meticulous study of tax planning and income distribution with an unwavering commitment to assist individuals in accomplishing their financial planning and investment objectives.

His expertise culminated in the establishment of Hall Wealth Management, where he now proudly serves as the distinguished Founder and President, revered for his competitive acumen and unwavering dedication to the financial well-being of his valued clients.

It's this unique combination of personal and professional experience that makes Andrei's perspective on the financial landscape standout. He understands the challenges and opportunities that come with various backgrounds and can provide tailored planning and investment strategies for each of his clients.

Moreover, his commitment to honesty, integrity, and transparency - instilled in him since childhood - ensures that his clients receive a personal, professional, and productive approach to working towards their financial goals.

Andrei's story is not just about his professional success, but a testament to the values of hard work, dedication, and empathy that helped him get there.

Ed Slott’s Master Elite IRA Advisor Group

Andrei Hall is proud to be a member of Ed Slott's IRA Advisor Group. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, Andrei has access to training modules, bi-annual workshops and regular webinars to further his knowledge and better serve his clients. In addition, being a member gives Andrei access to Ed Slott and his group of technical specialists, who are also attorneys, CPA's and accountants.

Executive Experience

As a former Vice President at Xerox for twenty-five years & former Senior Vice President at Printronix, Andrei also has a profound firsthand understanding in the affairs of executive level compensation along with business assets under management.

Andrei executes expert strategies in providing plans in areas including but not limited to: Retirement Income Planning with a focus on distribution strategies, Estate Planning, Business Succession Planning and Investment Portfolio Design.

Schedule a call with Andrei