Transform your retirement with proven tax-smart strategies that put in you control during our webinar, "How To Disinherit the IRS As The Primary Beneficiary of Your 401(k), 403(b) and TSP (Tax Strategies AFTER One Big Beautiful Bill)"
Discover recent law changes and strategic planning for a secure financial future.
Opportunities to
Strengthen Your Plan
Learn how strategic planning can minimize taxes and maximize retirement income.
Discover strategies to balance risk and return for long-term stability.
Identify and reduce the fees that silently eat away at savings.
Build a retirement plan that ensures you never outlive your money.
Why you should attend
1. KEEP MORE OF YOUR MONEY
Learn how to leverage tax laws to retain more of your retirement income.
2. Build Confidence in Your Plan
Discover strategies to minimize risks and cut unnecessary costs.
3. Get Personalized Guidance
Gain insights from experts on creating a retirement plan that lasts.
Monday, October 27
10:00 AM
Tuesday, October 28
6:30 PM
Session Topics
TAX PLANNING
Practical strategies to reduce your tax bill and keep more in your pocket.
TAX EFFICIENT WITHDRAWAL STRATEGIES
Learn when and how to withdraw funds to maximize efficiency and minimize taxes.
RISK MANAGEMENT
Protect your portfolio and grow wealth with smart, balanced strategies.
SOCIAL SECURITY
Strategies to maximize your benefits and integrate them into your retirement plan.
Karen Scott Mims, Esq.
Karen Scott Mims, Esq. has served as a heart-felt advisor to her clients for over 20 years, with a focus on tax efficient retirement planning, asset protection, estate planning, investment management, and wealth transfer. Before founding her own firm, Karen advised ultra-high-net-worth clients at one of this area’s premier wealth management firms. This experience sharpened her ability to help families navigate tax laws and preserve their legacies, fueling her passion for creating a practice deeply committed to educating, designing and implementing advanced and sophisticated tax minimization strategies, safeguarding wealth for future generations.
Beyond the focus on typical rate of return issues or a simple will and trust, Karen implements and integrates legal structures for families with complex dynamics (divorced women, blended families, widows) and specialty assets ranging from inherited real estate, large IRA’s with accompanying potential large RMD’s and investment real estate. Moreover, she recognizes that although not available as a lump sum, Social Security and Medicare are assets whose tax traps require navigation, knowledge and education. She advises clients (individual/small business owners, federal government employees, physicians) using a fiduciary approach to asset protection, tax mitigation, best practices for valuation, and legacy planning for loved ones. Drawing on her background as a former accountant/auditor, tax attorney, she brings unique insights and business acumen to guide clients in tax planning, complex transactions, probate, health care/long term care and a tax-based focus on wealth before, during and after retirement.