Attention Kentuckiana Employees: Finally... A way to rescue your IRA and 401(k) from the IRS.

Our new Retirement Rescue Gameplan will show you how. Click below to order one now.

Rescue Your Retirement

Taxes in Retirement Workshop

The new tax and financial rules for retirement have changed. Understand the potential impact taxes have on your retirement income.  

  • Understand the official new tax reform rules and their impact on your retirement
  • Evaluate the benefits of a Roth Conversion
  • Learn how lost deductions may affect your taxes in retirement  
  • Understand if your portfolio is truly "diversified" 
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy  
  • Learn how rising taxes may affect your retirement cash flow  
  • Strategies to help protect yourself against the taxation of your Social Security income  


Register Here

Talk to Marcus

Marcus Warren, MBA, EA, has provided financial and tax planning services to Kentuckiana residents for almost 20 years. Click the button below to ask him a question.  

Talk to Marcus


Listen to the show at 9:00am on Sunday mornings on WGTK AM970! Call us: (502) 437-3377 Email: