Taxes DeclassifiedDo you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for a complimentary meal and enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Event Details
The Bistro
1129 College St., Bowling Green, KY 42101
Event Options:
– Thursday, August 11 at 6:30 p.m.
– Tuesday, August 16 at 6:30 p.m.
MENU
Enjoy a three-course meal featuring a house salad, your choice of entrée (Filet, Salmon, or Chicken), and finished with your choice of dessert (Chocolate Mousse Cake or Cheesecake).
What we’ll cover:
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
© 2022 Taxes Declassified | Privacy Policy
¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
²https://www.ssa.gov/cola/#:~:text=Social%20Security%20and%20Supplemental%20Security,increase%205.9%20percent%20in%202022.&text=Read%20more%20about%20the%20Social,maximum)%20will%20increase%20to%20%24147%2C000.
³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
This presentation is for informational purposes only. It is not, however, intended to provide investment, legal, tax, or other professional advice. Any tax strategies discussed in this workshop are general in nature and not directed at any particular individual or situation. A CPA or tax planning specialist should be consulted before implementing any tax reduction or planning strategy. It is not intended to provide legal, tax or investment advice. Be sure to consult a qualified professional about your individual situation. The presenter is licensed to sell insurance. Investment Advisory Services are offered thorough Magnolia Wealth Management LLC, a registered investment adviser.
Investment Advisory Services are offered through Magnolia Wealth Management LLC, a registered investment adviser.
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, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.