은퇴자산 절세 전략 세미나
Event Details:
은퇴자산 절세 전략 세미나
백세시대, 세금까지 준비하는 은퇴설계
은퇴 자산과 세금을 함꼐 설계하여 인생후반기를 든든하게 준비하세요
제1부 강사: 케니 신 대표(President & CEO)
자산을 지키고 지속적인 소득을 만드는 은퇴설계
백세시대, 은퇴자산을 보호하고
평생소득과 자산승계까지 준비하는 방법
- 과세·과세이연·비과세 자산의 활용
- 저축·투자·보험 및 금융상품의 이해
- 은퇴 후 지속적인 소득흐름 만들기
- 가족 자산승계
- 은퇴 준비 1·2·3
제2부 강사: 지나 신 부대표·세무사(VP & EA) 인생 후반기 절세전략
- 은퇴 후 세금이 높아질 수 있는 이유
- RMD와 Social Security 과세 이해
- Roth Conversion을 활용한 절세전략
- 임대 부동산의감가상각 활용,
- 과세소득을 비과세 소득으로 전환하는 자산배분
Retirement Asset Tax-Saving Strategies Seminar
Retirement Planning for a Longer Life & Tax Preparations
Plan your retirement assets and taxes together to build a stronger financial foundation for the second half of life.
Session 1
Speaker: Kenny Shin, President & CEO
Protecting Your Assets and Creating Sustainable Retirement Income
In an era of longer lifespans, learn how to protect your retirement assets while preparing for lifetime income and the transfer of wealth to your family.
- Utilizing taxable, tax-deferred, and tax-free assets
- Understanding savings, investments, insurance, and financial products
- Creating sustainable income streams throughout retirement
- Transferring wealth to your family
- Retirement Planning 1·2·3
Session 2
Speaker: Gina Shin, VP & EA
Tax-Saving Strategies for the Second Half of Life
- Why taxes may increase during retirement
- Understanding RMDs and Social Security taxation
- Tax-saving strategies using Roth conversions
- Utilizing depreciation on rental real estate
- Asset allocation strategies to convert taxable income into tax-free income
날짜 (Date):
Saturday October 3rd, 2026
1부10:00 AM - 12:00 PM
2부 1:00 PM - 3:00 PM
장소 (Location):
Hampton Inn & Suites Teaneck
One Glenwood Ave. Suite B
Teaneck, NJ 07666
비용: 무료 (등록 필요)
Cost : Free (Registration is Required)
Registration Details:
By providing your contact information, you authorize us to contact you solely regarding your event registration, including confirmation and event-related updates. Your information will not be used for marketing purposes.”
This seminar is intended solely for educational purposes
