Important Webinar For CO Baby Boomers
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Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes in Retirement

If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • What’s changing for taxes and Social Security in 2022².
  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
  • Why taxes may 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 you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
  • Strategies to help you avoid “401k and IRA tax pitfalls.”
  • Social Security strategies to help minimize taxes on your benefits.

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Webinar Dates & Times

– Tuesday, September 20 at 7:00 p.m. MDT

– Thursday, September 22 at 7:00 p.m. MDT

REGISTRATION CLOSES IN:

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Why attend?

This webinar combines two empowering elements:

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.

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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FEATURED PRESENTERS

Timothy Waters, CWS®
Triumph Capital Management
Mr. Waters started in the financial services industry in 1999 immediately after earning his Bachelors of Science in Personal Finance from The Ohio State University. He holds Series 7, 63, and 65 registrations and is licensed to sell life, health, and long-term care insurance.

Mr. Waters excelled at both AXA Equitable and Raymond James before joining Triumph Capital Management. He manages wealth for individuals, corporations, and nonprofit institutions.

Mr. Waters employs technology to offer modern, cost-efficient portfolios and utilizes select leading institutional money managers for individuals and families in virtually all phases of wealth accumulation, from modest to high-net-worth clients.

CO License #162859
Greg Schowe, CWS®
Triumph Capital Management

Mr. Schowe has been in the client service industry since 2000 when he started his career in Los Angeles as a business consultant in the entertainment industry. After successfully completing several large, multi-national projects, and running his own consultancy practice for nearly 3 years, he leveraged his experience and transitioned into the financial services industry at the start of 2008. He’s been diligently serving his growing number of Clients ever since. Mr. Schowe works with a wide array of Private Clients and specializes in helping them develop and implement a personalized plan to achieve their goals and objectives that are most important to them.

Mr. Schowe graduated with a Bachelor of Arts degree in Business Administration from the University of Oregon in 2000 and remains actively involved with his fellow Oregon Alums in the Denver area by serving on the Denver Oregon Alumni Board. Mr. Schowe has the distinction of being awarded the Denver Business Journal’s “40 Under 40” designation in 2014. Mr. Schowe has also volunteered a good amount of his time serving on various non-profit Boards.

CO License #499825

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© 2022 Taxes Declassified | Privacy Policy

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

²https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

* Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.investopedia.com/explaining-biden-s-tax-plan-5080766

Advisory services offered through Triumph Capital Management, a registered investment advisor. Insurance offered through Triumph Capital, LLC, an independent 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. 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.