Complimentary Dinner at Eddie Merlot's in Englewood, CO

Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

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

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Your choice of entrée between the Filet, Chilean Sea Bass, or Lemon Dijon Chicken.

Event Details

Eddie Merlot’s
10110 E Dry Creek Rd
Englewood, CO 80112

Dinner Date & Time:

– Wednesday, September 18 at 6:30 p.m.

RSVP NOW!

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

Event Details

Eddie Merlot’s
10110 E Dry Creek Rd
Englewood, CO 80112

Dinner Options:

– Wednesday, September 18 at 6:30 p.m.

MENU
Your choice of entrée between the Filet, Chilean Sea Bass, or Lemon Dijon Chicken.

RSVP NOW!

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 Eddie Merlot’s. 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 2025¹.
  • 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!

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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!

Yes, I Want To Attend

Meet Your Host

Ed Moore | President of Mountain Financial Capital
Ed, President of Mountain Financial Capital, assists his clients in recognizing what is of utmost importance to them, guides them to create intelligent financial solutions, and advocates for their families/businesses for generations to come.

Ed started his career with two Fortune 100 companies: Morgan Stanley Dean Witter and New England Financial, specializing in investment risk management, business succession planning, estate and advanced small business planning. He moved away from the corporate world in 2007 to better serve his clients independently with an open architecture approach for product solutions. With more than 25 years of experience in the financial and insurance service industry, his clientele ranges from individual families to successful business owners who are looking for guidance and clarity on what they want most out of life and how to achieve it. Ed holds the licenses of Series 66 and Life and Health.

Ed is a graduate of Michigan State University. He has been a resident of Colorado for over 32 years and resides in Englewood, CO with his wife, Cheryl. Ed and Cheryl have two adult children. Their daughter Sarah, who graduated from Colorado State University and is currently studying American Sign Language at the University of Northern Colorado, and son Justin, who graduated from the University of Nebraska-Lincoln and continuing his studies there with a Master of Educational Administration and is a graduate assistant for the men’s basketball team.
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© 2024 Taxes Declassified | Privacy Policy

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

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.