Join us for an online workshop and learn what you can do now to help generate tax free retirement income!
Join Our Webinar
How to Reduce or Eliminate Taxes on Your Retirement Income
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 expenses. It is important to apply the tax code in an organized and efficient way.
Register even if you cannot attend one of the live events. You will still receive instant access to the replay. BUT you have to register to get it.
Register for our webinar
April 6, 2023 at 11am PST
You will learn:
✔ The critical tax questions to answer before and during retirement
✔ The surprises that often make retirement more expensive
✔ Mistakes to avoid when it comes to Social Security, Medicare, and investments
✔ How Secure Act 2.0 of 2022 changed the Required Minimum Distribution rules
✔ How you can reduce and even eliminate taxes on your IRA and 401(k)
✔ How to utilize the 3 basic types of retirement accounts to maximize cash flow and minimize taxes
✔ Strategies to help protect yourself against the taxation of your Social Security income
✔ Steps you can take to reduce or avoid Medicare surcharges
✔ How to legally bypass capital gains taxes on stocks and bonds
✔ The 2023 tax changes that could affect your retirement plan.
✔ And much more
About Your Speaker
Ryan Cravitz, RICP®
President & Founder
I am an independent Financial Advisor who's passionate about providing holistic retirement planning services for retirees and pre-retirees. At Cravitz Financial, we provide strategic tax planning, income planning, insurance planning, investment solutions and portfolio management. I value an education-based relationship with my clients; I want to make sure you feel empowered to make informed financial decisions that will help you reach your unique financial goals.
In 2011, after a decade spent working at some of the biggest names in the financial planning industry, I realized I would have the greatest impact by opening my own independent financial firm. That has allowed me to continue my work of helping friends, neighbors, my community here in Orange County, California, and other families all over the country achieve financial independence.
I am dedicated to ongoing education. I am a graduate of San Diego State University and hold a Bachelor's degree in political science. I have also obtained the Retirement Income Certified Professional® designation from the American College. The RICP® designation signifies a financial advisor has advanced education, and specialized knowledge to help you navigate all the complexities involved in helping you plan a secure and sustainable retirement.
Throughout the year, I conduct Retirement Planning workshops to help people sort through the complexities that come with retiring, and I help them build a roadmap that will ensure they can retire with confidence. I also host a podcast called Candid Conversations: Retirement Talk with Ryan Cravitz. We discuss all things retirement from Social Security, income planning, investing, taxes, and more.
I was born and raised in southern California, and currently live in Newport Beach. When I'm not designing financial plans you can find me playing beach volleyball, and spending time with my wife Racheal and our four-year old son Cody.
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM),a Registered Investment Advisor. Cravitz Financial & Insurance Solutions and BCM are independent of each other. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security Administration or any other government agency. CA Insurance License #0C86000. Ryan Cravitz and/or Cravitz Financial and Insurance Solutions are not affiliated with or endorsed by the Social Administration or any other government agency. Copyright © 2023 Cravitz Financial & Insurance Solutions