RETIREMENT PLANNING With Rob Ryan ZRYAN WEALTH MANAGEMENT Clanng Yo Co ar LESS TAXING TAX FORM FOR SENIORS Taxpayers aged 65 years and older who file by paper can now avail themselves of a new form of 1040 (the standard Internal Revenue Service form used by individuals to file their annual income tax returns) that is specifically tailored to their needs. Not only is the 1040-SR easier to read (by virtue of a larger font and removal of shading that reduces contrast), but it also includes a standard deduction chart. This makes it easier for seniors to take advantage of the higher standard deduction for which they are eligible. Seniors who itemize can still use the new form, which also has lines for specific retirement streams such as Social Security benefits and IRA distributions. At Ryan Wealth Management we believe our clients and their families deserve the attention, care, and guidance that can only be provided through a long-term financial partnership. Our goal is to take the mystery out of investing. managing investments, and preserving your assets in retirement. We provide personalized financial solutions that take into account all aspects of your financial life, including monthly cashflow. Please call us to schedule a consultation. The regular 1040 for 2019 has been modified with a new line for capital gains and a line for IRA distributions that is separate from pensions and annuities. To contact Rob Ryan: (530) 671-2100 retire@ryanwealth.com | www.ryanwealth.com Go to my website www.ryanwealth.com and request a Second Opinion analysis report! And help answer the question: "Will I outlive my money?" Rob Ryan is a Registered Representative offering securities and advisory services through Reyal Alliance Associates, Inc.a registered broker-dealer and registered investment advisor, Member FINRA, SIPC. Additional advisory services, insurance and Estale Planning offered through Ryan Wealth Managenment are independent of Royal Aliance. Principal of Ryan Wealth Managrment, Incr. located at 463 Century Park Drive ia Yuba City. CA Insurance Lk. rOCO5959 RETIREMENT PLANNING With Rob Ryan ZRYAN WEALTH MANAGEMENT Clanng Yo Co ar LESS TAXING TAX FORM FOR SENIORS Taxpayers aged 65 years and older who file by paper can now avail themselves of a new form of 1040 (the standard Internal Revenue Service form used by individuals to file their annual income tax returns) that is specifically tailored to their needs. Not only is the 1040-SR easier to read (by virtue of a larger font and removal of shading that reduces contrast), but it also includes a standard deduction chart. This makes it easier for seniors to take advantage of the higher standard deduction for which they are eligible. Seniors who itemize can still use the new form, which also has lines for specific retirement streams such as Social Security benefits and IRA distributions. At Ryan Wealth Management we believe our clients and their families deserve the attention, care, and guidance that can only be provided through a long-term financial partnership. Our goal is to take the mystery out of investing. managing investments, and preserving your assets in retirement. We provide personalized financial solutions that take into account all aspects of your financial life, including monthly cashflow. Please call us to schedule a consultation. The regular 1040 for 2019 has been modified with a new line for capital gains and a line for IRA distributions that is separate from pensions and annuities. To contact Rob Ryan: (530) 671-2100 retire@ryanwealth.com | www.ryanwealth.com Go to my website www.ryanwealth.com and request a Second Opinion analysis report! And help answer the question: "Will I outlive my money?" Rob Ryan is a Registered Representative offering securities and advisory services through Reyal Alliance Associates, Inc.a registered broker-dealer and registered investment advisor, Member FINRA, SIPC. Additional advisory services, insurance and Estale Planning offered through Ryan Wealth Managenment are independent of Royal Aliance. Principal of Ryan Wealth Managrment, Incr. located at 463 Century Park Drive ia Yuba City. CA Insurance Lk. rOCO5959