Houston, TX | TAX Dinner | October 2024 | ARE-17620

Complimentary Dinner at Tommy's Seafood Restaurant & Oyster Bar in Houston, TX

How Tax Planning Changes Through Four Stages of Retirement

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

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A three-course meal featuring Fresh Baked Artisan Bread with Homemade Pesto and Tommy’s House Salad, your choice of entrée between the Pecan Crusted Redfish, Grilled Beef Tenderloin Skewers and Grilled Tuna Steak, followed by a dessert.

Event Details

Tommy’s Seafood Restaurant & Oyster Bar
2555 Bay Area Blvd
Houston, TX 77058

Dinner Options:

– Tuesday, October 15 at 6:30 p.m.
– Thursday, October 17 at 6:30 p.m.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Event Details

Tommy’s Seafood Restaurant & Oyster Bar
2555 Bay Area Blvd
Houston, TX 77058

Dinner Options:

– Tuesday, October 15 at 6:30 p.m.
– Thursday, October 17 at 6:30 p.m.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Tommy’s Seafood Restaurant & Oyster Bar. 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 changing for taxes and Social Security in 2024¹ and beyond.
The Four Stages of Retirement: Pre-retirement, early retirement, middle retirement and late retirement.
An overview of Social Security and Medicare “tax traps” and ways you may be able to avoid them.
Planning how and when to use taxable, tax-deferred and tax-free assets to manage your income and tax brackets efficiently.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.
Understanding Long-Term Care (LTC) insurance and its possible tax breaks.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Social Security strategies to help minimize taxes on your benefits.
Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.

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 laws² and how they may impact your retirement income³.
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 to create a customized retirement income & tax minimization strategy.

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

Meet Your Host

Justin Haywood | President & Founder - Haywood Wealth Management

Justin is a Certified Financial Planner™ professional with nearly a decade of experience helping his clients navigate their financial lives. Since 2014, he has provided tailored financial advice to families and businesses. He believes that financial planning is about what money can do for you, your family, and your future. This belief drives him to help his clients achieve their financial success. His areas of expertise include retirement income, tax minimization, insurance, and legacy planning as well as managing client investments.

Justin is a devoted husband and father of three. As a fifth generation Texan, he and his family love road tripping around the Lone Star State. He enjoys volunteering and coaching his sons’ baseball teams, underlining his dedication to community service and personal growth.

Justin’s approach to financial planning is deeply informed by his values of commitment, integrity, and empathy. He always acts in his clients’ best interests and provides a holistic, personalized financial roadmap.

¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

Texas State License Number: 1941482

Haywood Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where HWM and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by HWM unless a client service agreement is in place.

Haywood Wealth Management, LLC is not a law firm, or Certified Public Accountant. HWM does not provide legal or tax services. HWM does not provide Client with legal or accounting advice. Prior to making any tax or legal decisions, please consult with the appropriate legal or tax professionals for advice. HWM is not engaged in rendering legal or accounting services. If legal or tax accounting advice is required, the services of a competent professional person should be sought.

HWM is not affiliated nor endorsed by your company or employer. We are an independent investment and financial advisory group that specializes in distribution planning and risk-managed investment solutions. Licensed Insurance Professional.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.