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Shred Day

April 15, 2020  8:30am – 12:00pm PST POSTPONED

Mark your calendars for our first Shred Event of 2020! Bring all of the confidential documents that have been piling up at home and shred them securely in the Piton Wealth parking lot. CI Information Management will provide a mobile shredding truck on-site to do the shredding while you watch. You bring the paper, and we’ll supply the Spudnuts & coffee!

Piton Wealth is also hosting a Thrivent Action Team, and we hope you can join us as we put together Blessing Bags* for the Tri-City Union Gospel Mission & the local homeless community. #servewell

If you have questions, please contact RSVP@pitonwealth.com

 

*Piton Wealth will provide all items needed to fill Blessing Bags.

Strategizing for a Low-Tax Retirement

May 15, 2020 @ 10:00am PST

VIRTUAL WORKSHOP

Join Facebook Live

Why should retirement planning be a priority today? The retirement landscape is constantly changing, and it is vital to plan strategically to get the most out of your investments. Here are some factors that many may not have considered:

  1. Many employers have shifted the responsibility of retirement investments to their employees as they move away from pensions toward 401(k)s or other defined contribution plans.
  2. The average life expectancy is higher than ever, so your funds need to stretch further than ever.
  3. Markets are often volatile in the short term, so it’s critical to have a plan in place to weather those ups and downs.
  4. Tax rates may rise significantly given the circumstances we are currently facing.

Join us on Facebook Live as we cover 5 tactics that should be thoughtfully considered in retirement planning:

  1. Tax Categories
  2. Capital Gains
  3. Roth Conversions
  4. Health Savings Accounts
  5. Tax Deductions

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Click here for operational updates regarding COVID-19.

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