Evans Taxes & Retirement March 2024 ARE-15934

Complimentary Event at Columbia County Library in Evans, GA

Optimizing Your Tax Strategy & Surviving Market Volatility

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

Event Details

Columbia County Library
7022 Evans Town Center Blvd.
Evans, GA 30809

Event Options:

– Columbia County Library on Tuesday, March 5 at 6:00 p.m.

– Columbia County Library on Thursday, March 7 at 6:00 p.m.

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 Columbia County 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 2024.²
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: 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 help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ 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 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!

Meet Your Host

Stephen Dyer, CFP®, Founder of Optimal Wealth Strategies

When I graduated from Davidson Fine Arts, I did not know my life would lead me to become a financial planner. I lived in three other cities in Georgia and moved back to get married in 2008. I graduated from Augusta State University with a degree in Finance and Economics and have a desire to help as many as I can in achieving their financial goals. Growing up and living in the CSRA has solidified my desire to call this area home.

I am the founder of Optimal Wealth Strategies, a comprehensive financial and retirement planning firm. We are an independent firm located in West Augusta. Being independent allows us the freedom to utilize the right strategies available without beholding to another’s agenda. I work together in building plans that incorporate all aspect of your financial life. Being fully licensed in for investments as well as insurance, I can look at your entire financial health from a 30,000-foot view to encompass all aspects of your personal situation. My knowledge in taxes, investments, and insurance gives me a distinct advantage over many advisors as I can encompass all aspects of the financial world.

I married my wonderful wife in 2008. We have 3 boys who attend EDS. My wife was involved with the Junior League of Augusta for over 7 years and served as president from 2017-2018. She was actively teaching at Pure Barre the past 4 years and as of 2024 she purchased the studio and now runs that while the boys are in school. Our boys are active in sports and school activities along with simply growing up.

I look forward to meeting with you and finding out how we can help you down your financial path.

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

Investment advisory services offered through Motiv8 Investments, an SEC Registered Investment Advisory Firm. Motiv8 Investments and Optimal Wealth Strategies are affiliated companies.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP®? in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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, annuity, or securities product. 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.