Taxes Declassified & Parady Financial Group | Tax Planning Workshop

No-Cost Tax Strategy Workshop at the Brownwood Hotel & Spa in The Villages, FL

UNSTRESS & UNTAX

Your Retirement™

Strategies to Help Provide Peace of Mind for Your Retirement

Ready to Take the stress out of your retirement?

Does the thought of volatile stock markets keep you up at night? Are the rising rates of inflation causing you stress? Retirement should be the golden phase of life, but planning for it can seem daunting – especially amidst the uncertainties of inflation, market volatility, and ever-changing tax laws.

In this workshop meant for pre-retirees and retirees like you, we’ll deep dive into proven strategies that can insulate your retirement savings from market fluctuations and legislative changes. Our goal is to empower you with the knowledge and tools needed to ensure your hard-earned money works best for you, so you can relish your retirement days with peace and financial security.

Let’s take the first step towards your dream retirement together. Don’t let market uncertainties and tax changes steal your peace of mind. Sign up today and start planning to UNSTRESS & UNTAX Your Retirement™!

Event Details

Brownwood Hotel & Spa
3003 Brownwood Blvd, The Villages, FL 32163

Workshop Date & Time: Thursday, May 18 at 4:30 p.m.

Join us for this interactive workshop at the Brownwood Hotel & Spa where you’ll learn:

Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
Why it’s tax smart to UNTAX your IRAs while you’re living.
Planning for longevity, inflation, market volatility and future tax increases to ensure you won’t STRESS out about OUTLIVING your money in retirement.
Why the newly signed into law SECURE Act 2.0 changes the IRA landscape ― again.
How NEW IRA RMDs for living trusts could increase taxation on your estate.
Why IRAs could be one of the most expensive and confusing assets you own.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
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.

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

Minutes

Seconds

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 that may help you reduce tax exposure and keep more of your hard-earned money.

Exclusive Offer

Every workshop attendee will receive a complimentary copy of UnStress & UnTax Your Retirement™ authored by your host, Greg Parady.

This informative book will show you how to balance your lifestyle and income to achieve the retirement you envisioned―stress- and tax-free.

FEATURED PRESENTER:

Greg Parady

President & CEO of Parady Financial Group, Inc. and Parady Tax Solutions, LLC

Author of UNSTRESS & UNTAX Your Retirement™ and Your Life, Your Way

Our philosophy at Parady Financial Group is based on our goal to empower you to live “your life, your way” via an information-rich culture. We are dedicated to maximizing the living benefits of life insurance and annuities to establish guaranteed income for life and create a tax efficient retirement, all while protecting your principal from the fluctuations of the stock market.

We choose to work with retirees who prefer the safety of working with instruments, which provide steady and predictable results in unpredictable times. Specifically, we maximize the living benefits of annuities and life insurance contracts* – instruments that are often misunderstood and underutilized in retirement strategies.

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

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

Parady Financial Group, Inc. is a licensed insurance agency and works closely with Parady Tax Solutions, LLC and Blueprint Wealth Management, LLC to provide various services to our clients. Parady Financial Group, Inc. provides retirement income planning strategies and sells fixed indexed annuities and life insurance products. Parady Tax Solutions is an accounting and tax firm that helps provide tax planning and tax preparation for our Parady Financial Group, Inc. clients. Blueprint Wealth Management is a Registered Investment Advisory firm offering financial planning services.

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.