KEEP MORE OF YOUR MONEY IN RETIREMENT
Learn How Tax-Efficient Planning Could Help You Preserve Your Income and Legacy
What You'll Learn
Retirement is not just about how much you have saved. It is also about how much of that money you can keep, use, and pass on with confidence. In this virtual mini-course, Financial Advisor, Dr. Scott Davis of Catalyst Wealth Advisory walks through key planning concepts that could help retirees and pre-retirees better understand how taxes may affect income, wealth transfer, and long-term financial confidence.
After watching, you'll also be invited to schedule a complimentary discovery call.
In this mini-course, you'll discover:
Why retirees may face a “tax bomb” without proactive planning
How changes in filing status, income layers, Social Security, and required distributions can affect retirement taxes
When Roth conversions may make sense — and why timing matters
How wealthy families think about growing, preserving, and transferring assets
Why long-term care planning can help protect your retirement income and reduce potential stress on loved ones
Hello, I'm Scott Davis
Chief Operations Officer, Financial Advisor, CRPC®
Before becoming a financial advisor, I spent many years in a long and rewarding career as a clinical neuroscientist. My work combined hands-on patient care with research and teaching, all in a field where trust truly matters. After retiring from medical science, I chose to begin a second chapter in finance, another profession built on trust. That belief is what led my partners and me to launch Catalyst Wealth Advisory, to care for our clients the same way we would care for our own family.
I approach financial planning the same way I approached medicine. No two patients were ever the same, and no two clients are either. Each person’s retirement plan deserves careful attention and thoughtful diagnosis. My recommendations are not driven by emotion or sales goals, but by research, experience, and a clear understanding of each client’s unique situation, designed to provide solutions to the challenges they face.
Outside of work, I enjoy traveling with my wife, Robin. We have four children and four dogs that we are proud to brag about, and we are grateful to call Ocean Springs, Mississippi home.
If you have questions about your next steps, let us get to know you and your concerns by scheduling a 30-minute discovery call with our team with the link below.
Ready to learn how tax-efficient planning could help you approach retirement with more clarity?
Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. Investing involves risk, including the potential loss of principal.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding the applicability of this information to your unique situation.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.
At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. 5880515-09/26