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Complimentary Workshop at Hawkeye Community College - Business & Community Education Center in Cedar Falls, IA

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for an informative workshop to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Event Details

Hawkeye Community College – Business & Community Education Center
5330 Nordic Dr., Cedar Falls, IA 50613

Event Options:

– Wednesday, November 9 at 6:00 p.m.

– Thursday, November 10 at 6:00 p.m.

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Join us for a special presentation at Hawkeye Community College – Business & Community Education Center while we discuss the following important topics for those in or nearing retirement:

  • What’s changing for taxes and Social Security in 2022².
  • 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 preserve 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.
  • The goal for planning for longevity, inflation and future tax increases is to ensure you won’t OUTLIVE your money in retirement.
  • Social Security strategies to help mitigate 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.

This event is not sponsored or affiliated with Hawkeye Community College. Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

REGISTRATION CLOSES IN:

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Why attend?

This workshop 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 potentially REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

Cropped shot of a senior couple sitting together and going over their financial documents together in their home

FEATURED PRESENTER:

Bob Moore
LPL Investment Advisor Representative
Bob has been dedicated to helping Iowa families and business owners with their advanced retirement and estate planning needs since 2009. With Midwest values and global views – he provides pure independent advice, using the ‘IOWA process’ – Integrated | Ongoing | Wealth | Analysis

The beauty of our process is that we will never lose sight of pursuing financial independence. While providing ongoing insights and strategies, he will work alongside you, while you enjoy life’s journey.

He received his bachelor’s degree from the University of Iowa and has completed several courses at The American College while working towards his designation as a Certified Financial Planner. He also carries his life and health insurance licenses to help assist clients with their life, disability, long term care, and medicare insurances.

Outside of working with his clients – He enjoys watching and attending his son’s sporting events, especially, coaching tee ball. He can also be found enjoying Iowa’s great outdoors – at the park, biking and hiking the trails with is family.
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© 2022 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

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, FL, GA, IA, IL, IN, KS, KY, MN, MO, NE, NM, OR, SD, TX, UT, VA, WI, WY

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.