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Important Webinar For PA & OH Baby Boomers

The Rising-Tax Risk in Retirement

Eliminate the Silent Partner in Your Retirement, the IRS, & Reduce Your Taxes In Retirement

It may be 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: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. 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!

Webinar Dates & Times

 – Thursday, October 9 at 6:00 p.m. EDT
– Saturday, October 11 at 10:00 a.m. EDT
– Tuesday, October 14 at 7:00 p.m. EDT

REGISTRATION CLOSES IN:

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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.
  • Why taxes can be one of your biggest retirement expenses without a proper plan in place.
  • Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
  • How to lock-in historically low tax rates now, before taxes increase.
  • Strategies to help you avoid “401k and IRA tax pitfalls.”
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • And MUCH more!
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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.
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Exclusive Offer

Every webinar attendee will receive a complimentary copy of “The No-Compromise Retirement Plan.” It’s a leading book on creating tax-efficient retirement income that works for you – not the IRS. Attendees will also have the opportunity to receive a complimentary personalized retirement income and tax strategy review.

FEATURED PRESENTER:

Christopher Marsico
President, Marsico Wealth Management
Since 2004, Chris Marsico has served clients—including families, business owners, and individuals, through everything from building retirement savings to planning college funds and managing estate legacies. Known for his client-first approach and friendly, direct communication style, Chris was recognized in Life Insurance Selling’s “New Faces Going Places.”

A Pittsburgh native, Chris served as an Army officer in Operation Iraqi Freedom. He earned his undergraduate degree in economics from Indiana University, an MBA in finance from the University of Pittsburgh Katz School of Business, and a retirement planning certificate from the University of Pennsylvania, Wharton School of Business. Today, he lives in Saxonburg with his wife, Kristine, and their children, Ethan, Spencer, and Riley.
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**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.

Marsico Wealth provides advisory services through Rossby Financial LLC, a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Information contained herein is provided by sources deemed to be reliable; however, accuracy and completeness cannot be guaranteed, as past performance does not indicate future results. Rossby Financial LLC and its affiliates do not provide tax or legal advice.

Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. 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.