Plymouth, MA | TAX Seminar | January 2024 | ARE-15627

Complimentary Dinner at Plymouth Public Library in Plymouth, MA

Optimizing Your Tax Strategy

Gain Control of Your Taxes in Retirement

Event Details

Plymouth Public Library
132 South St
Plymouth, MA 02360

Dinner Options:

– Plymouth Public Library on January 9 at 6:00 p.m.

Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

MENU
A three-course meal featuring a Mixed Green Salad, your choice of entrée between the Filet, Pan Seared Salmon and Organic Chicken Breast, followed by a dessert.

Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at Plymouth Public Library. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

Here’s what we’ll cover:

Recent changes to taxes and Social Security benefits³ that you need to know.
Key steps you may be able to take to defend your retirement from unnecessary taxes.
Powerful tax strategies that may help you reduce the taxes you pay in retirement, so you can keep more of your hard-earned money.
How you may be able to protect your retirement from market volatility.
When to take Social Security, how it is taxed and how to avoid potential tax traps.
How to help ensure you won’t OUTLIVE your money in retirement.
3 of the biggest tax mistakes Baby Boomers make.
Understanding other potential risks that may derail your retirement 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 manage your tax exposure and help increase your retirement income.
Understanding tax laws and how they may impact your retirement income.
How 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 strategy.

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

Meet Your Host

Greg Lavelle, MBA, CEO of Retirement Advisers.net

The desire to keep learning and his foundation in family values are what drive Greg Lavelle in his work. He enjoys getting to know his clients and collaborating with them to design their retirement roadmaps.

With 25+ years of helping clients with pre- and post-retirement planning, Greg is committed to always putting clients’ needs first to help ensure they have a stable, reliable retirement. His customized and process-driven system for wealth accumulation and tax planning strategies helps him to uncover the right strategies for his clients while at the same time, preserving and protecting their wealth and creating a legacy for their families.

Greg prides himself on his expertise in retirement planning strategies, including Social Security, Medicare, long-term care, and income planning, so he can assist clients in mapping out the retirement-income strategy that’s right for them. He is diligent about keeping an open mind and treating every client with dignity and respect.

To best serve his clients, Greg is licensed for life, health, annuities and registered for mutual funds in several states, holds his MBA from Northeastern University in Boston, Massachusetts, and has been featured on radio and television because of his subject-matter knowledge. He is also a proud United States Navy veteran.

Outside of work, you can find Greg spending time with his family, running or biking.

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7
³ https://www.ssa.gov/cola/

Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Retirement Advisers and CreativeOne Securities, LLC are not affiliated. We do not offer tax, legal or estate planning advice or services.

Gregory Lavelle, RetirementAdvisers.net
195 Park Avenue
Worcester, MA 01609

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.