Timely Event at Pikes Peak Library District - East Library in Colorado Springs, CO

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

Event Details

Pikes Peak Library District – East Library
5550 N Union Blvd
Colorado Springs, CO 80918

Event Options:

– Tuesday, March 4 at 6:00 p.m.

– Wednesday, March 12 at 6:00 p.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 Pikes Peak Library District – East Library. 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.
  • 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 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
Seconds

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 laws 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 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

Scott McCright, McCright Financial Group

Scott entered the financial services business in May 1993 after serving six years in the U.S. Navy. His areas of focus are risk management, asset protection, retirement income distribution and legacy strategies. He partners with several other professionals in the financial industry including estate and tax planning attorneys, accountants, money managers, and investment real estate specialists.

Scott’s strengths are in helping his clients determine their retirement goals and objectives for their personal circumstances, then designing and implementing strategies to help achieve them. Scott is an independent insurance professional who works directly for his clients and is not captive to any financial institutions.

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© 2024 Taxes Declassified | Privacy Policy

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

McCright 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.