Timely Event at Bond Park Community Center in Cary, NC

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

Event Details

Bond Park Community Center
150 Metro Park Dr
Cary, NC 27513

Event Options:

– Wednesday, April 1 at 6:00 p.m.

– Thursday, April 2 at 6:00 p.m.

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Seating is limited and there is no charge to attend.

If you’ve saved $500k or more for retirement, the tax strategy for distributing your wealth is just as important as the strategy that helped you build it — and the years right before and after retirement are often where the most consequential decisions are made. Join us for an enlightening presentation at Bond Park Community Center where we’ll cover some of the specific strategies that matter most at this stage:

Here’s what we’ll cover:

  • The retirement tax window between retirement and age 73 — why it may be the most valuable planning opportunity you have, and what could happen if you let it pass.
  • Roth conversions — how they work, how much to convert, and why converting the wrong amount in the wrong year can trigger unintended tax consequences
  • IRMAA and Medicare surcharges — the income thresholds that cause your Medicare premiums to spike, and how to plan around them before they hit.
  • How Social Security timing can affect the taxes on your other retirement income — and why when you claim is a tax decision, not just an income decision.
  • Why planning these strategies together as a coordinated system can produce dramatically different outcomes than handling them separately.
  • What to ask your current advisor — the specific questions that can help reveal whether your retirement plan accounts for all of this.

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. 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
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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.
  • Roth conversions, IRMAA planning, Social Security optimization, and how they work together. 
  • Tips and strategies to help manage your tax exposure and help increase your retirement income.
  • Understanding tax laws³ 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 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

Marc Hampton, MB Financial Capital
With 15 years of dedicated service in the retirement industry, Marc Hampton brings a depth of knowledge that’s hard to match. His approach is straightforward: no confusing financial jargon—just clear, honest guidance tailored to your unique goals.

Marc’s extensive experience means he’s navigated a variety of retirement landscapes, equipping him to craft strategies that are both effective and personalized. His commitment to excellence and attention to detail have earned him the confidence of his clients, many of whom have referred friends and family seeking the same level of expertise.
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MB Financial Capital offers insurance products and services. MB Financial Capital and Taxes Declassified are unaffiliated companies. Licensed Insurance Professional.

*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government 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 and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific 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.