Complimentary Event at Rio Vista Recreation Center in Peoria, AZ

The Rising-Tax Risk in Retirement

Eliminate the Silent Partner in Your Retirement (the IRS) and Gain Control of Your Taxes in Retirement

Event Details

Rio Vista Recreation Center
8866 W. Thunderbird Road
Peoria, AZ 85381

Event Options:

– Tuesday, July 16 at 7:00 p.m. MST

Seating is limited and there is no charge to attend.

It’s easier to save $10,000 in taxes in retirement that it is to generate $10,000 more in retirement income. Have you addressed your tax strategy for retirement or will the IRS get more than their fair share?

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Rio Vista Recreation Center

Here’s what we’ll cover:

  • The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.²
  • Why taxes can be one of your biggest retirement expenses without a proper plan in place.
  • Immediate, actionable steps to help protect your savings from heavy, unnecessary “retirement taxes.”
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.²
  • Strategies to help you avoid “401k and IRA tax pitfalls.” (1)
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • 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

Exclusive Offer

Every workshop attendee will receive a complimentary copy of “The New holistic Retirement.” It’s a leading book on helping potect and position your retirement assets for long-term success no matter what future market and tax conditions may be. Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.

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 Host

Tim Holt, The Holt Law Offices
Tim Holt brings a wealth of knowledge and a client-first approach to Holt Trust. His expertise spans various aspects of estate planning, including the creation of wills, trusts, and comprehensive estate plans. Tim is passionate about helping clients understand their options and make informed decisions that protect their assets and ensure their wishes are honored.

© 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

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.