Timely Event at Ledger Bentonville in Bentonville, AR

Washington & Your Retirement

What's Next for Taxes & IRMAA?

Event Details

Ledger Bentonville
240 S Main St
Bentonville, AR 72712

Event Options:

– Monday, March 17 at 6:00 p.m.

– Tuesday, March 18 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 Ledger Bentonville. We will discuss the latest changes in Washington D.C. and strategies you can use to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

  • Washington’s Next Move: New leadership in D.C. could bring policy changes that directly impact your retirement taxes and healthcare costs.
  • The Risk of Rising Taxes: Future tax increases could leave you with less income in retirement than you planned.
  • Legislative Uncertainty: Congress may change tax rules, Social Security benefits, and Medicare costs, affecting your financial future.
  • The 2026 Tax Cliff: When the Tax Cuts & Jobs Act expires, many retirees may face higher tax rates on their savings.
  • IRMAA’s Growing Impact: Higher Medicare premiums (IRMAA) could take a bigger bite out of your Social Security benefits.
  • The National Debt Factor: With U.S. debt surpassing $35 trillion, tax hikes could be used to cover government spending gaps.
  • Your Retirement Tax Bill: The total taxes you pay on your retirement savings may be higher than expected—planning ahead is key.
  • Get Informed, Stay Ahead: Understanding how taxes and legislation impact your retirement is the first step toward financial security.
  • And much more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

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

Kelly J. Carter, CEO of Beacon Retirement Planning Group, Inc.
Kelly J. Carter is the co-founder/CEO of Beacon Retirement Planning Group, Inc. and has over 30 years of experience as a financial life planner. BRPG is proud to be at the forefront of the pioneering trend of integrating life planning with financial planning. This dynamic team-based approach allows them to develop a comprehensive financial life plan that aligns each client’s values and priorities. There is no “one size fits all” strategy for retirement planning and it is important to select an advisory firm who understands what is important to you.

Prior to founding BRPG, Kelly was responsible for the formation of a financial planning and estate planning team focused on targeted income planning, tax saving strategies and tax efficient wealth transfer for clients across the country and has headed up forums for hundreds of wealth preservation seminars and thousands of retirees throughout the U.S.

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© 2025 Taxes Declassified | Privacy Policy

Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc., Your Retirement Reality and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.

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. 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.