Timely Event at Kevin Brady Community Center in The Woodlands, TX

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

Event Details

Kevin Brady Community Center
2250 Buckthorne Pl
The Woodlands, TX 77380

Event Options:

– Monday, March 23 at 6:30 p.m.

– Wednesday, March 25 at 6:30 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 Kevin Brady Community Center. 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 2026.
  • 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 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!

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!

Yes, I Want To Attend

Meet Your Hosts

David DeNoble & Chris McNealy
OSTB Wealth Solutions
OSTB Wealth Solutions was founded by Dave DeNoble and Chris McNealy. Rather than focus on accumulation of money, our focus is on primarily on taxation- reducing taxes now, setting up tax free retirement income, reducing taxes for retirement and passing on wealth tax efficiently. Few advisors even talk about taxes. Our goal is for our clients to keep more of what they work for. David DeNoble has over 10 years experience in financial services and Chris McNealy has 5 years experience. We work as fiduciaries, putting our client’s needs first.
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Advisory services are offered through StrongHold Capital Partners, an Investment Advisor in the State of Arizona. StrongHold Wealth Partners nor StrongHold Capital Partners is affiliated with or endorsed by the Social Security Administration or any other government agency. Insurance products and services are offered through the affiliated insurance carriers themselves and are not products of StrongHold Capital Partners or StrongHold Wealth Partners. Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. StrongHold Capital Partners cannot accept requests for securities transactions or other similar instructions through email. StrongHold Wealth Partners nor StrongHold Capital Partners can ensure the security of information emailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.

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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.