Lakewood, CO | Taxes & Retirement Workshop | November 2022 ARE-13074

Complimentary Workshop at Lakewood Cultural Center in Lakewood, CO

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for an informative workshop to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Event Details

Lakewood Cultural Center
470 S Allison Pkwy, Lakewood, CO 80226

Event Options:

– Tuesday, November 15 at 6:00 p.m.

– Thursday, November 17 at 6:00 p.m.

This event is not sponsored or affiliated with the Lakewood Cultural Center.

Join us for a special presentation at Lakewood Cultural Center while we discuss the following important topics for those in or nearing retirement:

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.

Online Form - Lakewood, CO | Taxes & Retirement Workshop | November 2022 ARE-13074

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

REGISTRATION CLOSES IN:

Days

Hours

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Why attend?

This workshop combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

FEATURED PRESENTER:

Terry Tyler

Owner & Managing Partner | Legacy Retirement Services

Terry was born and raised in Wheat Ridge, Colorado. He graduated from Wheat Ridge High School in 1969. He then attended Colorado State University in Fort Collins and graduated in 1975 with a Bachelor of Science Degree.

Terry’s pride and joy is his 17-year-old son Trenton. During his spare time Terry enjoys watching all his son’s athletic events and sharing time with Trenton in the great outdoors. Terry loves to fish, camp, ski, and ride his Harley.

After graduating from Colorado State, Terry remained in Fort Collins and began his Financial Services career in 1976. In 1980 Terry moved to Denver and began his 20-year career in the Stockbrokerage Industry. Terry gained extensive experience in all areas of investing, investment banking, and financial planning during these 20 years.

In 1999, Terry left the Brokerage industry and founded Legacy Retirement Services which was created specifically for working with retirement age people. The focus of Legacy Retirement Services Inc. is to help all our clients achieve a stable and confident retirement with protection and guarantees while earning a consistent rate of return on their retirement nest egg.

Terry’s 40 years of experience helping his clients with savings, investments, insurance and income planning goals has taught him many lessons when working with people’s hard-earned money. Terry’s most important priority is to build an honest and dedicated relationship with the people he works with. Our goal at Legacy Retirement Services is to help all clients keep what they have saved their entire lives. It was Will Rogers who once said: “The return ON your money is not nearly as important as the return OF your money.”

CO License #152362

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

Investment Adviser Representative and Advisory Services offered through Royal Fund Management, LLC, a SEC Registered Investment Advisory firm.

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.