Sequim, WA | TAX Dinner | January 2024 | ARE-15628

Complimentary Dinner Event at Paradise Restaurant in Sequim, WA

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Paradise Restaurant
703 N Sequim Ave
Sequim, WA 98382

Event Options:

– Paradise Restaurant on January 16 at 6:00 p.m.

Seating is limited and there is no charge to attend.

Menu: Your choice of New York Strip, Northwest Salmon, Deep Fried Prawns, Chicken in Dijon Sauce or Crab Louie Salad.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Paradise Restaurant. 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 new and changing for taxes and Social Security in 2024.²
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 and tax strategy.

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

Meet Your Host

Dave Nute, RICP®, ChFC®, CLU® | Creative Retirement Planning, Inc.

Creative Retirement Planning, Inc. and its founder, Dave Nute, RICP®, ChFC®, CLU®, has helped hundreds of our clients, to plan for their retirement and financial planning needs for forty years.

Dave was in the first graduating class (2013) in our country, for the Retirement Income Certified Professional TM (RICP® ) program from the American College. Many Retirees, and those planning ahead for their retirement, will often create more choices for their years ahead, with quality Retirement Income Planning assistance and guidance.

We understand your need for responsible strategies, integrity and transparency at all times. For every client, we are always working to help each, to make their best decisions.

As a public speaker and author, Dave has helped thousands of area residents with their Social Security choices, Retirement Income Planning, IRA and other Retirement Accounts, Long Term Care Strategies, Legacy Planning, and Investment guidance.

We are a licensed Registered Investment Advisor, Insurance Agency and Mortgage Broker and provide valuable guidance into retirement and often provide extra value, to help you coordinate and work through, the all-too-often, noisy and expensive distractions.

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

Advisory services offered through Creative Retirement Planning, Inc., a Registered Investment Advisor in the state of Washington.

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.