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Retirement Planning

2/1/2020

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  • Running the Retirement Marathon
  • How Not to Outlive Your Money
  • How Taxes & Inflation Impact Retirement
  • Long-term Care Considerations

Saturday, February 1, 2020
11:00 am

Washburn Library
5244 Lyndale Ave S, Minneapolis, MN 55419, USA

https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(WN)/event/5dbc4ce9fed5f524005c5f68
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Estate Planning

1/21/2020

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  • Will & Trusts
  • Probate & Your Estate
  • Tax-free Inheritance
  • Lifetime Giving Exclusion
  • Unlimited Marital Deduction
  • Dealing with Death & Estate Taxes

Tuesday, January 20, 2020
6:30 pm

Buffalo Community Center
206 Central Ave, Buffalo MN
763-682-6036

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Getting Financially Fit

1/16/2020

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Finding Your Net Income
  • Overcoming Obstacles to Creating Wealth
  • Maximum Savings & Investment Plans
  • Creating a Financial Road Map
  • Introduction to Estate Planning

Thursday, January 16, 2020
1:00 pm

Penn Lake Library
8800 Penn Ave S
Minneapolis, MN 55431

https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(PL)/event/5dbc480dfed5f524005c5e63
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Getting Financially Fit

1/14/2020

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  • Finding Your Net Income
  • Overcoming Obstacles to Creating Wealth
  • Maximum Savings & Investment Plans
  • Creating a Financial Road Map
  • Introduction to Estate Planning

Tuesday, January 14, 2020
6:30 pm

Rockford Road Library
6401 42nd Ave N,
​Crystal, MN 55427


 https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(RR)/event/5dbc4790ac02244500599ffc
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Social Security 101

1/11/2020

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Timing is a crucial part of determining when to take your social security benefits. This workshop is designed to give you a better understanding of how exploring different Social Security strategies in retirement can affect your taxes, your retirement income and even what you leave for your heirs. We will discuss the impact that collecting Social Security at age 62, 67 or 70 has on income and is delaying your benefit worth exploring.
 

Edina Library
5280 Grandview Square
Edina, MN 55436

Saturday, January 11, 2020
​10:00 am

​https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(ED)/event/5dbc4601891ce22f002944d2

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Planning For Your Required Minimum Distributions (RMDs)

6/18/2019

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​What makes age 70 ½ so significant?
We will cover:

​
How much are you required to withdraw…and when
How to calculate your RMDs
How RMDs could impact your taxes on Social Security benefit
New rules that could impact Medicare premium
What are the penalties of not taking your RMDs
How to make the most of your RMDs

Tuesday, June 18, 2019
Two sessions:
  • 10:00 - 11:00 am
  • 7:00 - 8:00 pm
Buffalo Community Center
206 Central Avenue 
Buffalo, MN 55313
763.682.6036


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EPPIA Senior Resource Fair

5/23/2019

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Eden Prairie Professionals in Aging
Featuring: Richard Leider
Nationally renown Author and Global Key-note Speaker
"Life Reimagined"

Thursday, May 23, 2019
Noon - 3:00 pm
Pax Christi Church
12100 Pioneer Trail
Eden Prairie, MN 55347
​952.941.3150
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Alternatives to Traditional Long-Term Care Insurance

5/14/2019

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70% of people over age 65 will need some type of Long-Term Care
We will cover:


Ways to pay for long-term care tax-free under the Private Protection Act
How your Required Minimum Distributions may be leveraged to pay for long-term care coverage
If you currently own an annuity, you may be eligible to withdraw tax -free dollars to pay for long-term care expenses
Hybrid insurance products available as an alternative to traditional long-term care insurance
How to take advantage of passing on the premiums and coverage not used for long-term care protection to your heirs

Tuesday, May 14, 2019
Two sessions:
  • 10:00 - 11:00 am
  • ​ 6:30 - 7:30 pm
Rockford Community Center
7600 County Road 50
Rockford, MN 55373
763.477.5294

 





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Tax Reform and What It Means For Me

3/13/2019

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Tax reform is here and nearly every American is affected

We will cover:


The effects of tax reform on itemized deductions…what you can and cannot deduct
The effect on your charitable deductions
How your Social Security benefit may be affected
What you should be doing to take advantage of the new law

Tuesday, March 13, 2019
1:30 - 2:30 pm
Nakomis Square
5015 35th Avenue South
​Mpls, MN 55417

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Tax Reform and What It Means For Me

3/7/2019

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Tax Reform is here and nearly every American will be affected

We will cover:


The effects of tax reform on itemized deductions…what you can and cannot deduct
The effect on your charitable deductions
How your Social Security benefit may be affected
What you should be doing to take advantage of the new law
March 7, 2019
11:00 am - 12:00 pm
Bethel Lutheran Church
4120 17th Ave South
​Mpls, MN 55407 
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​Ace Tax & Financial

Office Telephone:
952-999-4760

Office Fax:
952-229-8343


Email:
[email protected]​

Office Address:
​45237 W Norris Road

Maricopa, AZ
​85139

Mailing Address:
PO Box 867
​Maricopa, AZ
85139
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Privacy Policy

Ace Tax & Financial offers tax review and related tax service as well as insurance or annuity products
​through Sharyl  Schultz, CLU, AZ License # 6968632
 Investment advisory services offered through Redhawk Wealth Advisors Inc, an SEC Registered Investment Advisor. 
SEC Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Some Investment Advisor Representatives of Redhawk may market their advisory services under the name of Ace Tax &Financial, an unaffiliated and separate legal entity. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securites. Ace Tax & Financail's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indicti5on of future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a professional before implementing any investment strategy.