Complimentary Event at Sandy Library in Sandy, UT

Optimizing Your Tax Strategy & Surviving Market Volatility

An enlightening presentation for those in or nearing retirement looking to preserve their hard-earned assets. Join us to discover:

  • Ways to help protect your IRA, 401(k), 403(b) and investment accounts from taxes and inflation.
  • How legislative changes may impact your taxes and Social Security.
  • How to navigate retirement pitfalls in today’s volatile economy.
  • Strategies for income preservation tailored to your financial situation.
  • And much more.

Event Details

Sandy Library
10100 S Petunia Way, Sandy, UT 84092

Dates & Times
Tuesday, September 5 at 6:30 p.m.
– OR –
Thursday, September 7 at 6:30 p.m.

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
Save Your Seat

If you have an IRA, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • The changing financial landscape for those approaching retirement.
  • Tips and strategies to manage your tax exposure and help increase your retirement income.
  • Understanding tax laws³ and how they may impact your retirement income¹.
  • How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
  • Planning for longevity, inflation and future tax increases.
  • How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
  • Strategies to help plan for the next market downturn and protect your assets from market volatility.
  • How to create a customized retirement income & tax minimization strategy.

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

Sign Up Now!

Meet Your Host

Trevor Phibbs | Founder & CEO of Phibbs Financial

My name is Trevor Phibbs, and I’m the founder of Phibbs Financial, a full-service retirement planning firm acting with fiduciary standards. Our clients worked and sacrificed for years to get the opportunity to retire. Our job is helping them obtain financial freedom to enjoy the things that are most important to them; to encourage them to live their lives to fullest knowing we’ll be there for them. We combine both growth and protected money strategies alongside tax minimization planning strategies, healthcare planning, and legacy planning strategies to help you take a deep breath, relax, and enjoy life knowing your retirement is protected no matter what life has in store.

Sign Up Now!

© 2023 Taxes Declassified | Privacy Policy

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

Investment advisory services offered through Phibbs Financial Services LLC (“Phibbs Financial”), a registered investment advisor in the state of Utah and other jurisdictions where exempted. Insurance products and services offered and sold separately through its affiliate, Phibbs Insurance Services LLC, in all appropriate jurisdictions. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

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, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.