Watertown, MA | Taxes & Retirement Webinar | August 2022

Important Webinar For Massachusetts Baby Boomers

Optimizing Your Tax Strategy & Surviving Market Volatility

Eliminate the Silent Partner in Your Retirement, the IRS, & Gain Control of Your Taxes In Retirement

It’s 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: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Nothing will be sold and there is no charge to attend!

Webinar Dates & Times

– Thursday, August 11 at 6:00 p.m. EDT

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

During this Virtual, Information-Packed Workshop, You Can Discover:

How Biden’s proposed tax plan and Congress’ multitrillion-dollar infrastructure and welfare bills may impact your retirement.*
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.” (1)
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
And MUCH more!

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.

FEATURED PRESENTER:

Greg Lavelle, MBA

Founder | Retirement Advisers

The desire to keep learning and his foundation in family values are what drive Greg Lavelle in his work. He enjoys getting to know his clients and collaborating with them to design their retirement roadmaps.

With 25+ years of helping clients with pre- and post-retirement planning, Greg is committed to always putting clients’ needs first to ensure they have a stable, reliable retirement. His comprehensive and process-driven system for wealth accumulation and tax planning allows him to uncover the right strategies for his clients while at the same time, preserving and protecting their wealth and creating a legacy for their families.

Greg prides himself on his expertise in retirement planning, including Social Security, Medicare, long-term care, and income planning, so he can assist clients in mapping out the retirement-income strategy that’s right for them. He is diligent about keeping an open mind and treating every client with dignity and respect.

To best serve his clients, Greg is licensed for life, health, annuities and registered for mutual funds in several states, holds his MBA from Northeastern University in Boston, Massachusetts, and has been featured on radio and television because of his subject-matter knowledge. He is also a proud United States Navy veteran.

Outside of work, you can find Greg spending time with his family, running or biking.

¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.cnbc.com/2021/08/08/these-legislative-proposals-that-may-affect-your-wallet.html
*https://www.cnn.com/2020/03/25/politics/stimulus-package-details-coronavirus/index.html

**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.

Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Retirement Advisers and CreativeOne Securities, LLC are not affiliated.
Greg Lavelle
195 Park Ave.
Worcester, MA 01609

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.