Castle Rock Taxes & Retirement September 2023 ARE-14780

Complimentary Event in Castle Rock, CO

Optimizing Your Tax Strategy & Surviving Market Volatility

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

This workshop is funded and presented by Hartmann Financial Advisors, LLC and is not sponsored by Douglas County Libraries. For more information, please contact Don or Vint Hartmann at 303-756-8900.

Event Details

Douglas County Libraries – Castle Rock
100 S Wilcox Street
Castle Rock, CO 80104

Event Options:

– Castle Rock Library on September 28 at 6:30 p.m.

Seating is limited and there is no charge to attend.

Preparing for retirement has never seemed so challenging. Join us for an enlightening presentation at Douglas County Libraries – Castle Rock. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

What’s changed for taxes and Social Security in 2023², and what to expect in 2024.
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
And much more!

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

If you have an IRA, Roth, 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 help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
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 you may be able to create a customized retirement income & tax strategy.

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

Meet Your Hosts

Donald Hartmann, President of Hartmann Financial Advisors, LLC

President and founder of Hartmann Financial Advisors, LLC, Don has more than 37 years of experience in financial services and currently holds Series 7 and 63 Securities licenses, as well as insurance licenses for Life, Accident & Health and Variable products. He received his Chartered Financial Consultant (ChFC) designation from The American College in Bryn Mawr, PA, in 1983. Throughout his career as a financial advisor, Don has helped hundreds of clients develop and implement financial strategies for funding their retirement, accomplishing their estate planning objectives, and creating family legacy plans.

Don’s proven ability to take complex issues and make them remarkably clear has helped to enlighten and inspire audiences from coast to coast. Don has conducted more than 200 continuing education workshops for attorneys, financial advisors, and CPAs in 14 states and has educated the trustees and staff of dozens of nonprofit institutions. He has also been responsible for the implementation of more than $200 million of family partnerships, charitable trusts, and private family foundations.

Don’s civic activities include serving as a member of the board of the Denver Emergency Medical Services Council from 1979 through 1985, and serving as Chairman of the council in 1984 and 1985. He also served as the Chairman of the Board of Sharing & Caring Ministries, an inner-city ministry in Denver, for 21 years.

Vint Hartmann, Director of Investment and Insurance Services

Vint started his financial services career right after college in 1995 with Ameritas Financial Services. In 1997, Vint began a similar endeavor with a large insurance and financial services company. For more than 15 years, Vint has specialized in helping families protect and grow their assets. He holds Series 6, 22, 62, 63, and 65 Securities licenses and a Colorado Insurance license. He is also certified to assist clients with their long-term care insurance needs. Vint enjoys hunting, fishing, and camping.

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

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AL, AZ, CA, CO, FL, IA, IL, IN, KS, MD, MO, MS, MT, NC, NM, NY, OR, TN, TX, WA, and WY. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Hartmann Financial Advisors, 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, 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.