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Taxes and Your Retirement 
How to Successfully Navigate Your Financial Future.
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Key Takeaways from the Workshops

Balancing Your Accounts

Learn how to manage your retirement savings by balancing pre-tax accounts like Traditional IRAs and 401(k)s, with post-tax options such as Roth IRAs, and taxable accounts.

Debunking Tax Myths

Gain clarity on common misconceptions about taxes in retirement, including taxes around your Social Security Income.

Retirement Planning

Understand how creating a tax-efficient retirement plan may help minimize the concern of running out of money in retirement.

Presented by Richard A. McGrath,
Founder & CEO at Dominion Financial Solutions

Richard A. McGrath is the Founder and Chief Executive Officer of Dominion Financial Solutions. It has been his passion for over 25 years to serve his clients and help to ensure that their goals and objectives are achieved.

Richard and his staff of professionals believe that as a fiduciary advisor, they should seek to minimize conflicts of interest, be transparent and live up to the trust placed in them. More specifically, fiduciary financial advisors must: Put their clients' best interests before their own, seeking what is truly best for the client.

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Jimmy G’s Chop House
& Bistro

Location

3333 Virginia Beach Blvd Unit 17, Virginia Beach, VA 23452

When

October 1, 2024 6:00 pm est. 

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October 3, 2024 6:00 pm est.

2809 S. Lynnhaven Road Suite 160    Virginia Beach, VA 23452 


Phone: (757) 631-0700   Fax: (757) 631-1829

Investment advisory and financial planning services are offered through Bison Wealth, LLC, a registered investment adviser. Richard A. McGrath/Dominion Financial Solutions Inc. and Bison Wealth, LLC., are separate and independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Richard A. McGrath/Dominion Financial Solutions, Inc. offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Richard A. McGrath/Dominion Financial Solutions, Inc. and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Bison Wealth, LLC. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Bison Wealth, LLC.

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Bison Wealth is a Registered Investment Adviser. Bison advisory representatives may also be insurance agents with licensed insurance agencies and receive compensation for products sold. We analyze but do not provide legal or tax advice. Securities and Insurance Products may lose value and are not insured by the FDIC.

© 2019 DOMINION FINANCIAL SOLUTIONS.  ALL RIGHTS RESERVED.

3340 Peachtree Rd., Suite 2300    Atlanta, GA  30326

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Phone: (404) 504-6035   Direct: (404) 301-2349

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