The Tax Man Has Nothing On Us: A Deep Dive Retirement Series

The Tax Man Has Nothing On Us:     
A Deep Dive Retirement Series  
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Christi Powell, a nationally known speaker with BetterInvesting, will present our deep dive retirement series. If you attended her webinar in 2024 titled "Retirement & the Tax Man", you know it was like drinking water from a fire hose. We’ll take it a little slower this time and expand it over three sessions. 

Session 1: This first session will cover Roth Conversions and address some pertinent questions from her 2024 presentation that will include addressing how transactions are taxed in your retirement account, defining the difference between ‘taxable,’ ‘tax-deferred,’ and ‘tax-free’ accounts, and explaining taxes for inherited accounts and trusts, among others.

Session 2: Next, Christi will dig into Social Security, Medicare, Long Term Care, and Tax Bracket Torpedoes. Learn how to navigate these issues with confidence.  

Session 3: Christi will wind up the series with a discussion on Qualified Charitable Distributions, Donor Advised Funds, and Concentrated Stock Positions. Learn how to leverage your Required Minimum Distributions and lower your taxes through charitable giving.    

Christi Powell, CFP®, RICP®, is a long-time BetterInvesting (BI) member. She was the 2020 Dick Dwyer Service Award recipient from BetterInvesting, a former BI Volunteer Advisory Board (BIVAB) Board Member, and is a current VP and Director with the Oklahoma Chapter since 2000. She has been a National and Regional speaker with BetterInvesting since 2008. Her classes at the BI National Convention (BINC) are always filled to the max. Christi firmly believes that consistent, disciplined investing is fundamental to financial security.

Christi is a Past President of the Financial Planning Association of Central Oklahoma.  She is also a former director with Washita Capital, a private equity firm in Dallas. She is married, and they have two children and five grandchildren. Her motto is, “Have toothbrush, love to travel”.  She loves reading, hiking, gardening, and laughing with friends and family in her spare time. She advises, “Be humble, be patient, be curious.”

Register once for all three sessions using this link!   
Or click the green "Register Here" button at the top-right of the page.

Please join us as we learn together!