Complimentary Public Workshop at Dover Town Library in Dover, MA

Optimizing Your Tax Strategy and Gain Control of Your Taxes in Retirement

This is an informative workshop covering many different topics important to those over age 55. With the changing tax rules and financial landscape, it’s important to understand the potential impact of taxes, inflation and market volatility on your income in retirement. Proper planning could help you potentially reduce the taxes you pay in retirement so that you may keep more of your hard-earned money!

Join your host, Greg Lavelle, MBA, for a special presentation at Dover Town Library while we discuss these important topics for those in or nearing retirement in the next 5 to 10 years. Register below!

Do you have a strategy to help minimize taxes in retirement? Join us for an enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

What we’ll cover:

  • 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 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.
  • Planning for longevity, inflation and future tax increases to 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 how you may be able to avoid them.

Privacy Policy: Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

Event Details

Venue: Dover Town Library

Address: 56 Dedham St., Dover, MA 02030

Dates & Times:

– Thursday, September 29 at 6:00 p.m.

This event is not sponsored or affiliated with the Dover Town Library.

RSVP NOW!

Why Attend?

This workshop is designed to help you learn about important income and tax strategies to create a plan so that you may maximize your income in retirement and retire with confidence! Join us to discover:

Tip #1

How to avoid unnecessary taxation on Social Security income.

Tip #2

New tax rules as they apply to retirement income and how they can affect your cash flow.

Tip #3

Strategies that may boost your retirement income and potentially reduce your taxes.

Don't Let Your IRA Be An IOU To The IRS

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts that are subject to future taxation, you don’t want to miss the opportunity to learn about NEW strategies to potentially reduce your taxes in retirement.

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

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FEATURED PRESENTER:

Greg Lavelle, MBA
Founder | Retirement Advisers
The desire to keep learning and his foundation in family values are what drive Greg Lavelle in his work. He enjoys getting to know his clients and collaborating with them to design their retirement roadmaps.

With 25+ years of helping clients with pre- and post-retirement planning, Greg is committed to always putting clients’ needs first to ensure they have a stable, reliable retirement. His comprehensive and process-driven system for wealth accumulation and tax planning allows him to uncover the right strategies for his clients while at the same time, preserving and protecting their wealth and creating a legacy for their families.

Greg prides himself on his expertise in retirement planning, including Social Security, Medicare, long-term care, and income planning, so he can assist clients in mapping out the retirement-income strategy that’s right for them. He is diligent about keeping an open mind and treating every client with dignity and respect.

To best serve his clients, Greg is licensed for life, health, annuities and registered for mutual funds in several states, holds his MBA from Northeastern University in Boston, Massachusetts, and has been featured on radio and television because of his subject-matter knowledge. He is also a proud United States Navy veteran.

Outside of work, you can find Greg spending time with his family, running or biking.
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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 offered through CreativeOne Securities, LLC Member FINRA/SIPC. Retirement Advisers and CreativeOne Securities, LLC are not affiliated.
Greg Lavelle
195 Park Ave.
Worcester, MA 01609

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.