Event Details
Salt Traders Coastal Cooking
2850 N Interstate Hwy 35
Round Rock, TX 78681
Dinner Options:
– Tuesday, February 10 at 6:30 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Details
Salt Traders Coastal Cooking
2850 N Interstate Hwy 35
Round Rock, TX 78681
Dinner Options:
– Tuesday, February 10 at 6:30 p.m.
MENU
You will order at the venue.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Join us for a complimentary meal and informational presentation at Salt Traders Coastal Cooking, where we’ll focus on how today’s tax laws and future changes could impact your IRA, retirement income, and Social Security. We’ll walk through key Roth conversion strategies designed to help manage Required Minimum Distributions, reduce the risk of higher tax brackets, and potentially increase your lifetime tax-free wealth.
Here’s what we’ll cover:
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!
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
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:
These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Rebecca’s upbringing in South Dakota, during a period marked by widespread farm foreclosures and economic hardship, profoundly shaped her financial outlook. These early experiences were instrumental in developing the core philosophy of Blue Skye Financial: the importance of self-reliance and the cultivation of generational wealth, independent of external dependencies.
Together with her husband Quentin, Rebecca has raised a large and loving family of seven children and now delights in the joys of six grandchildren, residing just north of Austin, Texas. With a career in the financial sector that began in her college days, Rebecca’s dedication to assisting American families is unwavering. She is deeply committed to helping guide families towards rapid debt elimination and asset accumulation, employing budget-conscious methods and savvy strategies.
Rebecca is not just an advocate for reaching your retirement goals; she has expertise in helping design strategies for tax-free income streams in retirement. Her expertise extends from college financial planning to Medicare advocacy, helping ensure that families navigate the complexities of financial complexities that can come with retirement, with ease and confidence.
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Licensed Insurance Professional. Blue Skye Financial and Taxes Declassified are unaffiliated companies. TX #: 66094
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.
