Timely Event at Arvada Library in Arvada, CO

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

Event Details

Arvada Library
7525 W 57th Ave
Arvada, CO 80002

Event Options:

– Tuesday, September 9 at 6:00 p.m.

– Wednesday, September 17 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 Arvada 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 2025.
  • 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 disrupt your retirement plans and how you may be able to avoid them.
  • 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
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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!

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Meet Your Host

Matt Tuft, Insight Asset Management

Matt Tuft is a Partner and Wealth Management Advisor with Insight Asset Management LLC. Matt holds a BS in Business Administration with an emphasis in Financial Services from California State University, Chico and a Masters in Business Administration from University of Phoenix in Denver. In addition, Matt is a Certified Financial Planner® and a Sports and Entertainment Accredited Wealth Management Advisor™.

With over 23 years of experience in the financial services business, Matt brings a broad scope of knowledge grounded in a consultative, planning-based philosophy. In his role as a Financial Advisor at Insight Asset Management, Matt works with his clients to develop customized strategies in the areas of wealth accumulation, retirement, income, legacy, tax minimization and risk management for each client.

Prior to joining Insight Asset Management, Matt was a financial advisor with Merrill Lynch and an Insurance Planning Specialist with TIME Financial and Sayers Partners. He has also spent 8 years as the Regional Life Specialist with Lincoln Financial Distributors, partnering with advisors and their clients to help identify and address their goals of wealth transfer, legacy planning, and business succession.

Matt resides in Denver with his wife, Molly and their dog, Stevie. They enjoy skiing and traveling together as much as possible.

Meet Your Host

Dustin Dinges, Insight Asset Management

Dustin Dinges is a Managing Partner and Senior Investment Advisor with Insight Asset Management LLC. He is a graduate of The University of Kansas with a Bachelors degree in Economics and a concentration in Psychology. He earned the Certified Financial Planner designation in 2003.

Dustin has enjoyed a long career in the financial services industry. Prior to joining Insight Asset Management, he spent fifteen years with Security Benefit as a Regional Vice President. In this role, he advised independent and bank financial advisors on a variety of retirement topics including group retirement plans, asset allocation, tax strategies and income planning.

In 2019, he joined Insight Asset Management and utilized his twenty five plus years of industry experience to advise individuals, corporations and non profits.

Dustin lives in Denver, CO with his wife and three children. In his spare time, he enjoys working with children as a youth athletic coach.

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© 2025 Taxes Declassified | Privacy Policy

This presentation is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your overall tax strategy. Neither Panoramic Investment Advisors or Insight Asset Management provides tax or legal advice. Investment Advisory Services offered through Panoramic Investment Advisors, a Registered Investment Adviser. Insight Asset Management, Your Retirement Reality, and Panoramic Investment Advisors are separate and unaffiliated entities. Licensed Insurance Professional.

*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.