Complimentary & Timely Tax Seminar in Norfolk, MA

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Norfolk Public Library
2 Liberty Ln
Norfolk, MA 02056

Date & Time:

– Monday, May 20 at 6:00 p.m.

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Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. 

Join us for an enlightening presentation at Norfolk Public Library. 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 & tax strategy.

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

Yes, I Want To Attend

Meet Your Host

Ed Botelho | Financial Planner & Founder of Wealth Max Financial Group
Ed Botelho is a Financial Planner and the founder of WealthMax Financial Group. Ed has over 8 years of financial sector expertise and has become a dedicated advisor to many people and families looking to achieve their financial objectives and maximize their financial future.

Throughout his career, Ed has demonstrated an exceptional ability to navigate the complex landscape of personal finance, helping his clients make informed decisions and optimize their financial strategies. His comprehensive approach combines a deep understanding of investment planning, retirement income planning, legacy planning, and risk management, enabling him to help deliver tailored strategies that align with his clients’ unique needs and aspirations.

As the founder of WealthMax Financial Group, Ed has built a team of experienced professionals who share his passion for helping individuals and families achieve their financial and retirement goals. Under his visionary leadership and coaching experience, the firm has established itself as a go-to resource for comprehensive financial planning, offering a wide range of services designed to maximize wealth accumulation, preserve assets, and minimize tax liabilities.

Ed Botelho is a graduate of Johnson & Wales University. In addition to his professional commitments, Ed actively participates in industry conferences and seminars, keeping abreast of the latest trends and strategies in the ever-evolving financial landscape.

In his free time, Ed Botelho enjoys traveling, staying active through fitness training and playing and coaching hockey. With his extensive knowledge, unwavering dedication, and proven track record of success, Ed Botelho is a financial planner who consistently works to exceed expectations and empower his clients to achieve their financial and retirement goals.
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© 2024 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 Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Wealth Max Financial Group and Horter Investment Management 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.