Important Webinar For NJ Baby Boomers
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Optimizing Your Tax Strategy

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 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.
  • 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, March 7 at 6:00 p.m. EST
– Wednesday, March 8 at 11:00 a.m. EST
– Thursday, March 9 at 6:00 p.m. EST

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 PRESENTER:

Joel Russo
J.W. Cole Financial, Inc.
Joel Russo is a native to New Jersey and has been in the Financial Services Industry for over 30 years. He is dedicated to helping his clients reap the rewards of a well-planned retirement.

Unlike many Financial Planners, Joel specializes in the retirement market, the over 50 crowd, and has dedicated his practice to helping inform this community with workshops on topics relating to conservative alternatives.

Joel’s Over 50 area of concentration was inspired years ago when he witnessed the challenges faced by his parents who had not been advised properly regarding retirement savings. Joel’s passion then became helping his clients to avoid some common mistakes made by those entering or in the retirement phase.

Throughout his career, Joel has met with and continues to consult with several hundred planners like himself around the country to learn, grow and build the skills necessary to help his clientele enhance their overall financial situation.

Understanding that continued learning is essential in order to adapt and evolve in an ever-changing financial industry is one of the factors that earned Joel a spot in the National Register’s Who’s Who in Executive and professionals, which is registered at the Library of Congress in Washington, D.C.

Joel and his wife, Gina, have three daughters, two grandchildren and reside in Ocean County.
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© 2023 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

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

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. NJ Retirement Planning, LLC and JWC are unaffiliated entities.

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.