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Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

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 new and changing for taxes and Social Security in 2025.²
  • 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 help 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.
  • 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!

Webinar Dates & Times

– Tuesday, May 6 at 7:00 p.m. CDT / 6:00 p.m. MST

– Thursday, May 8 at 7:00 p.m. CDT / 6:00 p.m. MST

– Saturday, May 10 at 11:00 a.m. CDT / 10:00 a.m. MST

REGISTRATION CLOSES IN:

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Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial 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 you may be able 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:

Brandon Lincoln, RICP®
Lincoln Financial Services, Inc.
Brandon spends his time helping small business and individual & family clients with their investing, financial and retirement planning needs. With 20+ years of goals-based analytical and solutions-based experience, Brandon focuses on applying his quantitative and qualitative approach to help clients determine what their goals and objectives are. With those goals in mind, he provides information on potential strategies, plan designs and investment strategies suited to the client’s goals and objectives, ultimately allowing for them to make informed decisions on their future financial wellbeing.
When not working, Brandon enjoys spending time with his children – Audrey, Brianna, Henry & Miles, and his wife Sarah. He is an active Private pilot, enjoys traveling, camping, wood-working, range-shooting & hunting, and pretending to be a decent cook.
Brandon maintains Series 7, 66, & 24 licenses with FINRA as well as accident & health, life and LTC licenses from the State of Colorado.
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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/

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

Lincoln Financial Services, Inc. and Taxes Declassified are not affiliated. Licensed Insurance Professional.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Securities offered through The O.N. Equity Sales Company, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794. Member FINRA/SIPC

Investment Advisory services offered through O.N. Investment Management Company.
The O.N. Equity Sales Company and O.N. Investment Management Company are affiliated companies, but are not affiliated with Lincoln Financial Services or Taxes Declassified.

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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. 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.