Florida | Rising-Tax Risk Webinar | October 2024 | ARE-17606

Important & Timely Webinar For FL Baby Boomers

The Rising-Tax Risk in Retirement Webinar

Eliminate the Silent Partner in Your Retirement, the IRS, & Gain Control of Your Taxes In Retirement

It’s easier to save $10,000 in taxes in retirement than 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?

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for confirmation purposes. There is no charge to attend!

Webinar Dates & Times

– Monday, October 14 at 6:30 p.m. EDT

– Wednesday, October 16 at 12:30 p.m. EDT

– Thursday, October 17 at 12:30 p.m. EDT

REGISTRATION CLOSES IN:

Days

Hours

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During this Virtual, Information-Packed Event, You Can Discover:

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!

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

Exclusive Offers

Every webinar attendee will receive a complimentary copy of “The New Holistic Retirement.” It’s a leading book on creating tax-efficient retirement income that works for you – not the IRS. Additionally, you’ll receive a complimentary copy of “The Truth About the Financial Industry’s Profit First Agenda,” authored by your presenter Dan Brooks! Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.

FEATURED PRESENTER:

Dan Brooks, CFEd®, CLTC®

President & Founder of Xexis Private Wealth | Bestselling Author of "The Truth About the Financial Industry's Profit-First Agenda"

Dan entered the U.S. Navy’s Nuclear Power program after high school. Upon discharge, he purchased the family restaurant business, which he operated for seven years. After his father’s death, he discovered that his dad had lost a small fortune due to bad advice from a stockbroker.

Due to this, Dan decided to enter the financial services industry to learn how this could happen and help others avoid it. In 2004, he completed the Certified Financial Planner coursework, and in 2005, he opened a Registered Investment Advisor firm. Dan is also a Certified Financial Educator and Certified Long-Term Care advisor. He owns both a Financial Advisor firm and a Tax Planning firm based in Lake Mary, Florida.

Dan works with a registered investment advisor firm that manages over $1 billion and is one of the fastest-growing investment groups in the nation. Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment is raising his daughter as a single father. He enjoys golfing, hiking, traveling, cooking, and discovering new restaurants.

AS FEATURED ON:

Watch some of Dan’s enlightening interview clips now: https://bit.ly/3veOqc

¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

**Although qualified withdrawals from a Roth IRA are tax free, when converting a Traditional IRA into a Roth IRA, the entire converted taxable amount is reportable as income in the year of conversion.

Dan Brooks and/or Xexis Private Wealth, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other.

For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

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 a discussion of life insurance and annuities or a possible advisory relationship. 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.