Augusta, GA | Taxes & Retirement Dinner | June 2023 | ARE-14345

Complimentary Dinner at Bonefish Grill in Augusta, GA

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Event Details

Bonefish Grill
2911 Washington Road
Augusta, GA 30909

Dinner Options:

– Bonefish Grill on Tuesday, June 6 at 6:30 p.m.

– Bonefish Grill on Thursday, June 8 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
Your choice of Chicken, Beef or Fish entrées.

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Bonefish Grill. 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:

Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Understanding common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
How to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
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.
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
And much more!

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.

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 minimization strategy.

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

Meet Your Host

Ronny Hair, Palmetto Retirement Specialists, LLC

Ronny H. Hair has over 30 years experience in the financial services industry, the past 20 years of which he has spent advising clients with retirement and investment plans right here in the Central and Lowcountry South Carolina and surrounding areas. As a seasoned and experienced advisor, Ronny treats every meeting and recommendation as if that client were his own family. He takes pride in the fact that most of his clients come from personal referrals. Ronny formed and managed “Members Financial Services” the investment department of SRP Federal Credit Union for over a decade, before opening his private practice over fifteen years ago. He holds insurance licenses in South Carolina and Georgia and is licensed as an Investment Advisor Representative (Series 65). His goal is protecting hard-earned assets and helping clients to achieve a lifetime of financial stability for themselves and potentially multiple generations. He has served on the hospital board of trustees from January 2000 to January 2009 and Board Chairman from the years 2001 to 2007. He uses strategies with proven results and communicates in simple, easy to understand terms. Safety of principal and protecting assets from fluctuations are important guiding concepts I consider before making a recommendation. When retirement income is on your mind, it’s not just the amount of income, but the safety of it as well that matters.

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

Advisory services are offered by Palmetto Retirement Specialists, LLC a Registered Investment Advisor in the State of South Carolina. Insurance products and services are offered through Palmetto Financial and Insurance Services, LLC, an affiliated company. Palmetto Retirement Specialists, LLC and Palmetto Financial and Insurance Services, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

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.