Transform your retirement with proven tax strategies during our webinar "Escaping the Tax Trap: Retirement Strategies to Keep More"

Discover recent law changes and strategic planning for a secure financial future.

A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies.

Major Challenges

HIGH TAXES

Many retirees face unexpected tax burdens that reduce their income.

INVESTMENT RISKS

Misunderstandings about risks and returns can lead to financial instability.

HIDDEN FEES

Unseen fees can eat away at your retirement savings.

LONGEVITY RISK

Outliving your savings due to inadequate planning and unexpected expenses.

Why you should attend

1. SAVE ON TAXES

Learn how to save on taxes during retirement through smart strategies.

2. MINIMIZE RISK AND FEES

Discover ways to reduce risks and minimize fees to grow your retirement income.

3. EXPERT GUIDANCE

Get insights from professionals on protecting and growing your retirement savings.

Register now to receive a replay, even if you can't attend live!

Thursday, July 10

6:00 PM

Session Topics

TAX PLANNING

Learn strategies to minimize taxes under current laws.

RISK MANAGEMENT

Reduce investment risks while ensuring returns.

FEE REDUCTION

Understand how to avoid excessive fees that affect your savings.

SOCIAL SECURITY

Maximize Social Security benefits with smart planning.

Jacob Graff

Managing Director, Financial Advisor, IAR, ChFC

Jake Graff is a Manager and Financial/Investment Advisor at Rise North Capital. Jake focuses on helping clients identify and prioritize their lifestyle goals and financial objectives to then map out short and long-term financial goals. Jake sees his responsibility as a call to arms and ensures that his clients are always fully educated on every topic of interest and import.

Jake has been in the financial services industry for the past 8 years, though he has always been motivated to serve others. Prior to joining Rise North Capital, Jake served in the United States Navy as a Seabee. Now, as a Financial Advisor, Jake has found a new way to continue his service to others by guiding individuals, families, and business owners to achieve financial goals and overcome obstacles.

Jake earned both his Bachelor of Arts degree in Criminal Justice and his Master's degree in Conflict Resolution from the University of Massachusetts Boston. Jake is the father of two boys and when he used to have free time he enjoyed writing, playing with his golden retrievers, Moose and Gator, and adventuring to new restaurants, breweries, wineries, and distilleries with his wife. He is also an avid college football and NFL fan and has a 1st-degree black belt in Krav Maga. Jake lives in Rehoboth, MA.

Jake is insurance licensed in MA, RI, CT, NH, FL, TX, SC, CA, ID, ME, NY, PA, VA, AR, CO, NV, OH, OR, TN, and WA.