Timely Event at The Museum Broken Arrow in Broken Arrow, OK

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

Event Details

The Museum Broken Arrow
400 S Main St
Broken Arrow, OK 74012

Event Options:

– Thursday, March 6 at 6:00 p.m.

– Saturday, March 8 at 10:00 a.m.

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Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at The Museum Broken Arrow. 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:

  • What’s new and changing for taxes and Social Security in 2025.²
  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • 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 potentially minimize tax consequences and maximize your benefits
  • 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.
  • How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
  • Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
  • And much more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. 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
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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 help manage your tax exposure and help increase your retirement income.
  • Understanding tax laws¹ and how they may impact your retirement income.
  • How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
  • Planning for longevity, inflation and future tax increases.
  • How to navigate RMDs and to help 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 you may be able to create a customized retirement income & tax strategy.

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

Yes, I Want To Attend

Meet Your Host

Suzanne Porske, Phoenix Financial Group, LLC

Suzanne Porske is the founder of Phoenix Financial Group LLC, with over 40 years of experience. Suzanne licensed insurance agent. As the founder of Phoenix Financial Group and a best-selling author, she is dedicated to empowering clients, especially women’s education. She is passionate about helping clients achieve financial security and enjoy a fulfilling retirement.

Meet Your Presenter

Rachelle Harp, Rachelle Harp CPA, PLLC

Rachelle Harp, the proprietor of Rachelle Harp CPA, PLLC in Broken Arrow, OK, is an accomplished accounting professional boasting a decade of expertise in both corporate and state auditing domains. She earned a Bachelor’s in Accounting from Northeastern State University and pursued her Master’s in Professional Accountancy at Metropolitan State University of Denver. Rachelle holds a CPA license in Oklahoma and is committed to guiding individuals and small businesses through the constantly changing landscape of Tax and Accounting.

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© 2024 Taxes Declassified | Privacy Policy

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

² https://www.ssa.gov/cola/

Phoenix Financial Group does not provide investment, tax or legal advice

Licensed Insurance Professional.

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. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.