Bowling Green, KY | TAX Dinner | October 2022 | ARE-12970

Complimentary Dinner Event at The Bistro in Bowling Green, KY

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes in Retirement

Event Details

The Bistro
1129 College St., Bowling Green, KY 42101

Event Options:

– Tuesday, October 11 at 6:30 p.m.

Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

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).

Do you have a retirement tax strategy in place? Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at The Bistro. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

What we’ll cover:

What’s changing for taxes and Social Security in 2023².
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.
Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
Social Security strategies to help minimize taxes on your benefits.
Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
Understanding other potential tax risks that may derail your retirement and how you may be able to avoid them.

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!

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

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 manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income¹.
How 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 to create a customized retirement income & tax strategy.

These workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

FEATURED PRESENTER:

Allen Costellow

CEO and President, Southern Kentucky Financial Services

Since entering the financial services in 1979, Allen Costellow has worked with thousands of clients in the South Central Kentucky region. As the President and Founder of Southern Kentucky Advisors, Allen has passed his Series 7, 63, and 65 securities exams and holds licenses in life, health, property, casualty, Medicare and long-term care insurance in multiple states. He is a registered Investment Advisor Representative and has earned his Registered Financial Consultant (RFC) and Certified Tax Specialist (CTS) designations.

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

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.