Deland, FL | Taxes & Retirement Dinner | August 2024 | ARE-15848

Complimentary Dinner at The Table Restaurant in Deland, FL

Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

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

MENU

Chicken, Shrimp, or Beef

Event Details

The Table Restaurant
100 East New York Avenue
Deland, FL 32724

Dinner Options:

– Tuesday, August 06 at 6:30 p.m.

– Thursday, August 08 at 6:30 p.m.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Event Details

The Table Restaurant
100 East New York Avenue
Deland, FL 32724

Dinner Options:

– Tuesday, August 06 at 6:30 p.m.

– Thursday, August 08 at 6:30 p.m.

MENU
A three-course meal featuring a Mixed Green Salad, your choice of entrée between the Filet, Pan Seared Salmon and Organic Chicken Breast, followed by a dessert.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at The Table Restaurant. 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:

The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
What’s changing for taxes and Social Security in 2024¹.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.
Immediate, actionable steps to 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 changes go into effect.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Social Security strategies to help minimize 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 you may be able to avoid them.

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

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 manage your tax exposure and help increase your retirement income.
Understanding tax laws² and how they may impact your retirement income³.
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 to create a customized retirement income & tax minimization strategy.

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

Meet Your Host

Marci Hodge | President | Faithful Financial Group

In 2004 Marci and her husband Duncan moved to Deland, Florida, where she started a successful career as an Investment Advisor Representative and Licensed Insurance Agent. Her skill, experience, and knowledge have been invaluable over the years to help retirees put together their Retirement Puzzle. Marci has helped thousands of people to navigate through the seemingly daunting process of retirement planning: how to plan for positive and stable cash flow and growth when in retirement, how to pick the right Medicare plan, putting strategies in place to help prevent assets from being drained in a nursing home situation, how to leave money to the kids and not the government, and how to keep investments protected from a stock market downturn.

As a retirement professional, Marci offers clients unique experiences to help them prepare for a successful retirement with greater confidence instead of unnecessary worries that can occur without a good, solid plan.

It is important to Marci that her clients fully understand the products for insurance and investments and how they work. She takes the time to sit with each client to simplify the financial and Medicare process — free from complicated jargon — while helping to ensure that the approach they choose is right for them. Everyone has different needs and goals, and acting as a Fiduciary Advisor, the most important obligation Marci has is that any plan is based on her client’s retirement income needs and goals. Assisting and informing clients on how to protect themselves and their families from the costs of a long-term illness, as well as new ways to pass their financial legacies to their loved ones and minimize tax burdens is what she truly enjoys in her career. Contact Marci Hodge to begin the path to the confidence that comes when you are living your best life in your retirement.

¹ https://www.ssa.gov/cola/

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

Investment advisory services offered through Motiv8 Investments, an SEC Registered Investment Advisory Firm. Motiv8 Investments and the Faithful Financial Group are not affiliated companies.

The information and opinions expressed herein are obtained from sources believed to be reliable. However, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.

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.