Complimentary Public Workshop at KU Edwards Campus in Overland Park, KS

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

This is an informative workshop covering many different topics important to those over age 55. With the changing tax rules³ and financial landscape, it’s important to understand the potential impact of taxes, inflation and market volatility on your income in retirement. Proper planning could help you potentially reduce the taxes you pay in retirement so that you may keep more of your hard-earned money!

Join your host, David Cox, for a special presentation at KU Edwards Campus while we discuss these important topics for those in or nearing retirement in the next 5 to 10 years. Register below!

Do you have a strategy to help minimize taxes in retirement? Join us for an enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

What we’ll cover:

  • What’s changing for taxes and Social Security in 2022².
  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
  • Why taxes may be one of your biggest retirement expenses without a proper plan in place.
  • Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
  • Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • Social Security strategies to help minimize taxes on your benefits.
  • Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
  • Understanding other potential tax risks that may derail your retirement and how you may be able to avoid them.

This event is not sponsored or affiliated with the KU Edwards Campus. Privacy Policy: Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

Event Details

Venue: KU Edwards Campus

12610 Quivira Rd., Best Building Room 230, Overland Park, KS 66213

Dates & Times:

– Tuesday, November 8 at 6:30 p.m.

RSVP NOW!

Why Attend?

This workshop is designed to help you learn about important income and tax strategies to create a plan so that you may maximize your income in retirement and retire with confidence! Join us to discover:

Tip #1

How to avoid unnecessary taxation on Social Security income.

Tip #2

New tax rules as they apply to retirement income and how they can affect your cash flow.

Tip #3

Strategies that may boost your retirement income and potentially reduce your taxes.

Don't Let Your IRA Be An IOU To The IRS

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts that are subject to future taxation, you don’t want to miss the opportunity to learn about NEW strategies to potentially reduce your taxes in retirement.

These workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

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REGISTRATION CLOSES IN:

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FEATURED PRESENTER:

David Cox
Wealth Advisor | KC Financial Advisors
Since 2007, David has helped hundreds of Kansas City families establish sophisticated yet easy-to-understand solutions for protecting and preserving wealth while minimizing tax exposure.

David focuses on retirement planning and asset preservation and has built a reputation among clients as a problem solver who provides exceptional customer service. He has over 25 years invested in providing advice to local families.

David holds both master’s and bachelor’s degrees as well as life, accident and health insurance licenses in Kansas. He passed the Series 65 securities exam to become an Investment Advisor Representative. David has been recognized five times by KC Business magazine as a “FIVE STAR Wealth Manager: Best in Client Satisfaction?.” This distinction is only awarded to wealth managers who have scored highest in client-based research conducted by a national, independent research company. A maximum of 7 percent of financial professionals in any market area receive this prestigious award.

David and his lovely wife, Ashley, live in Overland Park. David is a loyal Chiefs, Royals and Big 12 fan. He likes to travel and to enjoy various sports and games with his family.
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¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

²https://www.ssa.gov/cola/#:~:text=Social%20Security%20and%20Supplemental%20Security,increase%205.9%20percent%20in%202022.&text=Read%20more%20about%20the%20Social,maximum)%20will%20increase%20to%20%24147%2C000.

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

Advisory Services offered through Change Path, LLC an Investment Advisor. KC Financial Advisors and Change Path, LLC are not affiliated.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

 

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.